How To Add An Agent & Manage the Agent Repository

How to Add An Agent

1. Log in to your Eventeny account. Hover over the “Organize” tab and select “See all events” from the dropdown.
   
   
    
2. In the left-hand Company Dashboard menu, click “All Agents”.
   
   
   
    
3. From the All Agents tab, click the + New Agent button to begin entering guest details. The process is split into several sections, each designed to help you manage important information about the agent. 
   
   
    
4. Enter the agent's info in the "Agent information" section such as name, phone number, and email. Next search up and select the associated agent with the agency or add a new agent if needed. 
   
   
    
5. To add a new agent select the "+Add" button next to the "Associated agency" section. 
   
   
    
6. Enter in the agent's first name, last name, phone number, and email. Click "Save" to continue. 
   
   
   
   
    
7. Once the agent has been successfully added, click through the drop-down menu and select the newly added agent. Press the "Next" button to continue. 
   
   
    
8. Next, search for and select the guest(s) that you'd like to connect the agent. Click "Next" to complete the process. Once the agent has been added, you will have the option to add more with the "create another one" button or "check agent details".
   
   
   
    
9. If you choose “Check Agent Details,” you’ll be taken to the full agency profile. Here, you can expand or collapse each section using the arrow icon next to each section title, and edit details by clicking the pencil icon next to any section.
   
   
    
10. You also have the option to delete the agent, if needed, by selecting the "Delete agent" button at the top of the "Agent Information" page. 
    
    
     

Managing the Agent List

1. To manage your added guests, start by clicking on the “All Agents” tab in the Company Dashboard to return to the agency repository page (if you're not already there).
   
   
    
2. On this page, you’ll see a list of all added guests displayed in columns by name, agent, guests, and events. You can use the search bar at the top to quickly find a specific agency. 
   
   
    
3. Click the “Options” button in the top right to access the following agency management tools:
   
   
    
4. Bulk Import Agents: Upload your own spreadsheet or download the provided Excel template. Once filled out, upload and click Save to import your guest list in bulk.