AgentConnect: Admin Overview
- Tristy Lee (Unlicensed)
- Rebecca Kornblum
Overview
This article provides admins with an overview of their role in establishing their organizations within AgentConnect. It describes the setup process and how to make the most of this powerful tool. We are excited that you will be an admin for AgentConnect.
How do I get set up to be an admin for AgentConnect?
Open a support ticket to modify your user profile as an admin for AgentConnect.
How do I set up my organization and branches?
An essential step in using AgentConnect is to set up any needed branches within your organization. If you need to create specific flyers or branding to apply to certain groups in your organization, we recommend using our branching features.
See the AgentConnect – Setting Up Branches article for details.
How do I set up branding for my organization and branches?
Organizations can add branding to the displayed real estate flyers and website landing pages.
See the AgentConnect – Admin Brand Association article for details.
How do I connect my organization's pricing engine to users in AgentConnect?
Connecting your pricing engine to AgentConnect will make pricing options viewable on flyers and website landing pages. We will need your help to make this connection for users.
See the AgentConnect – Connecting to Pricing Engines article for details.
How do I add static flyers to AgentConnect?
Admins can add static flyers into AgentConnect as flyers that users can download with their signatures.
See the AgentConnect – Creating Static Flyers article for details.