Adding a New Agency

Go to Clients/Agents -- Agencies -- Agencies

Click on Add Agency 

Fill out as much as possible. We recommend adding a specific location after the Agency name. For example: Gold Shield Realty Group - Main St.

Click the Add Agency button to save your new agency.

Editing an Agency

Go to Clients/Agents -- Agencies -- Agencies

Click the pencil icon to the left of the agency you want to edit.

Make any necessary adjustments to the contact information on this page, add comments (internal notes) or look at their list of agents.

Save any changes by clicking the Save Agency button.

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