Agent Entry – Contacts

This screen is designed to enable the user to input and manage the primary contact for an agent. The user can add new contacts or edit and delete existing ones using the grid view provided. The grid view will display the current contacts associated with the agent and allow the user to modify them as necessary. This feature provides an efficient way for users to manage their contacts within the system and ensure that the information is up-to-date and accurate.

There are two screens within the system that allow users to add or edit the contact details of an agent. The first screen is accessed from the Agent Dashboard by selecting the Agent Profile Tile and then selecting the Edit Agent button. From there, the user can access the Burger Menu and select Contacts to view and manage the agent’s contact information.

The second screen is available from the Agent Welcome screen, which is accessed by adding a new agent to the system. Once on the Agent Welcome screen, the user can select the edit agent icon from the grid and then can access the Burger Menu and select Contacts to add or modify the agent’s contact information.

Both screens offer users a quick and easy way to manage an agent’s contact details. By providing multiple access points to this feature, the system ensures that users can efficiently add, edit, or delete contact information as needed.