New Enquiry – Agent

You’ll learn how to:

• Access and navigate the New Enquiry screen from the Marketing menu
• Create a new Agent enquiry to record potential agents before approving them in the system
• Enter the required agent details, including the mandatory fields such as Agent Name and Primary Email Address
• Save the enquiry record to store the agent lead within the system
• Create communication logs to record interactions and discussions with the agent
• Approve the agent directly from the enquiry record once the organisation decides to proceed with the partnership
• Track and manage agent leads before they are converted into approved agents in TEAMS

IMPORTANT: At the end of this lesson, you’ll need to complete the quiz before moving on to the next topic.