Adding Agent Birthday Under PEOPLE. Select People Basics. Enter the agent's birth date. Save.
Adding Agent Start Date & Anniversary Date Under PEOPLE. Select AGENT BASICS. Enter the Start date (date ICA was signed). Enter Anniversary date (same as start date). DO NOT CHANGE START OR ANNIVERSARY DATE EVER. THESE ARE ATTACHED TO COMP PLAN CALCULATIONS. Use the brand start date field instead.
Adding Agent License Number
Under AGENT BASICS. Select Agent Basics. Select the plus icon next to License. Select License Type as Sales Associate. Select the state. Enter the issue date, expiration date & license number. Save.
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9/13/23
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