Agent Not Appearing in Dropdown List

If an agent isn't appearing in the dropdown list, there could be a few reasons. It's possible they haven't been added to the system yet, or their profile hasn't been activated as an agent. We'll help you troubleshoot this in the below article.

Adding a New Agent^

1. Navigate to the bottom left hand corner of your page and click the 'settings' link.
2. Under 'agency staff' click the 'manage' button
3. In the upper right corner, click 'New Staff'
4. Fill in the required fields
5. Ensure 'Sales Person' is ticked for the agent to appear in the dropdown list.        

^Please note: This functionality is not available to all offices. If you believe this to be an error, please reach out to your state manager or head office contact.

I've created the agent, but they're not appearing in the list.

While there are multiple options for user types, you'll need to ensure that 'Sales Person' is ticked for the agent to appear in the dropdown.