Across these tabs you can see the Activity, Contacts and listings for this Agent.

Activity tab

You can load Activities for your staff. 

This is for office admin to load activities for Sales people.


These Activities can include;

  • Training activities
  • Non-variable training
  • Anniversary dates 
  • Licence expiry dates
  • Staff review dates

You can view any future Activities loaded for a staff member on the Tasks > Calendar page


Listings tab

On the Agents Listings tab you can see all of the listings that this agent is on.

Notes

  • Listings shown where the Agent is either Listing Agent 1 or Listing Agent 2
  • Click on the Listing ID link to open the Listing.
This tab Only shows if the Agent is marked as a Selling Agent


Contacts tab 


This tab displays the Contacts attached to this Agent. 


NEXT Sales tab