Edit Agent

You’ll learn how to:

• • • edit and manage agent details in TEAMS.

    • complete the Details tab with key agent information.

    • manage agent status, campus, account manager, and contract expiry date.

    • set commission options and select commission templates.

    • provide portal access and control whether the agent is visible on the site.

    • enter contact details, including phone numbers and email addresses.

    • maintain local, mailing, and overseas address details.

    • use the burger menu to manage Contacts, Contact Logs, and Documents.

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