Agent Pending Payment Step 2
Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2 On the Agent Pending Payment Step 2 screen, the grid will display all… Read More »Agent Pending Payment Step 2
VET agent management
Agent Financial Tile
Agent Dashboard > Agent Financial Tile The Agent Financial Tile in TEAMS provides a quick snapshot of the total financial value associated with agents based on… Read More »Agent Financial Tile
Agent Details Report Columns
Columns Explanation Agent Code Agent’s Code entered in the system. Agent Name Agent’s Name entered in the system. Agent Type It is a user code dropdown field.… Read More »Agent Details Report Columns
Agent Details Report Filters
Listed below are the filters and their explanation for the Attendance Hours Report. General Filters Explanations Print This label has three Radio Buttons: Show All:… Read More »Agent Details Report Filters
Add/Edit Agent
Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon Marketing Menu > Agent Listing screen > +Agent Button These screens will allow you… Read More »Add/Edit Agent
Agent
Marketing > Agent Overview This is the Agent Welcome screen, which will show you the list of Agents in the grid that are Active in… Read More »Agent