Adding a New Hire Packet
6 steps
1
Navigate to the "Agents" Tab and Click "Active"
2
In the top right-hand corner - Click "New Hire Packet"
3
From here, you will enter the new "Prospective Agents" Full Name, Email, Office, and the Type.
4
Click OK to send the new hire packet.
5
Click OK to close the Packet Sent confirmation.
Tip! After the packet is sent, navigate to the Dashboard to view all New Hire Packets waiting to be completed. You can find the NHP widget in the bottom left-hand corner of the screen.
6
New Hire Packet Widget
Adding a New Hire Packet
6 steps
1
Navigate to the "Agents" Tab and Click "Active"
2
In the top right-hand corner - Click "New Hire Packet"
3
From here, you will enter the new "Prospective Agents" Full Name, Email, Office, and the Type.
4
Click OK to send the new hire packet.
5
Click OK to close the Packet Sent confirmation.
Tip! After the packet is sent, navigate to the Dashboard to view all New Hire Packets waiting to be completed. You can find the NHP widget in the bottom left-hand corner of the screen.
6
New Hire Packet Widget
