Agent Manager

Owned by David McAuley (Unlicensed)
Last updated: 19-08-2020
2 min read

Overview:
This knowledge document is a guide on the RTBS Agent Manager feature.
Section 1: User Introduction
The RTBS Agent Manager allows operators to connect with new agents from our Trade Manual Online and manage existing agent records and relationships.
Add new Agent Record
To add a new agent record from the RTBS agent database, head over to Agent Manager → Agent Manager. Click on the '+' button to open up the Add Agent dialog box.

Select the desired agent's name from the drop-down list and click 'Save'.
Edit Agent Record
To edit an existing agent recorded from your profile, head over to Agent Manager → Agent Manager → click on the Agent name to go to the editing page.

  1. Edit Details: this brings up the Edit Details CRUD screen where you can edit the Agent's basic information and contact details e.g. email address, website etc.

  2. Agreement: this brings up the Edit Agreement crud screen to record agreement information with the agent. You can record retail, commission and net rates along with any additional notes about your agreement with the agent.

  1. Attachments: in this section, you can upload any documents as attachments for the agent record.

  2. Contacts: this section allows you to record individual contact information from the agency.

  3. Price Books: any price books created for the agent are visible in this section. Refer to the "Advanced User" section to read more about Price Books.

  4. Meeting Notes: record any meeting notes here.


Section 2: Advanced User
RTBS Agent Manager is best used with Price Books set up for your agents. The RTBS Price Books feature allows operators to assign different agents to different pricing books according to their agreed pricing. Each Price Book can have multiple agents as its possible for an operator to offer the same prices to many agents.
To create a new Price Book, go to Agent Manager → Price Books → Click on the '+' button.

  1. Price Book Name: enter the name of the new price book here.

  2. Description: describe the price book e.g 30% Agent Pricing.

  3. Agent List: select the desired agents for this Price Book and click on the arrow button (4) to move them to the Selected Agents column.


Finally, select the Price Types for the new Price Book and move them across to the right panel.

For those operators that wish to have their agent provided with a Trade Agent Login to book directly without needing to contact the operator please contact RTBS Support. Once setup an operator can send this Help guide to the Trade Agenthttps://whytewaters.atlassian.net/wiki/spaces/CRS/pages/1108148231 .