Adding a Person

Internal Note: Only agents & managers can see this :scream:

 

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  1. Select the "People" tab from the top left.
  2. Click the "Add Person" button from the right.
  3. On the left, select the fields you wish to add. 1
  4. Fill in the fields and click the "Add Person" button to create the profile.

1 The selected fields will be remembered the next time you add a person.  If you have multiple people with the same name, consider including a middle initial immediately following the first name. You may also consider adding a nickname for easier searching as well.

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