Steps to Add a New Agent
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Create Agent Class First, you need to define agent categories according to your requirements, such as High Performer Agents, Low Performer Agents, and Mid Agents. This classification helps in organizing agents effectively.
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Open Add Agent Go to Agent Management > Add Agent. Clicking here will open the Add Agent form.
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Fill Agent Form The form contains several sections:
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Company Basic Information
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Tax Information
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Bank Details
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Contact Person Information ; Mandatory fields are marked with a star (*) icon, so those must be filled before submission.
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Submit Agent Details Once you complete the form and submit, the agent is added to the Agent List.
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Agent Status By default, the newly added agent’s status is Inactive. After completing necessary verification steps, you can change the status to Active.
