Cloud Stacking PlanHelp Manual Occupancy ManagementHow to Add a Broker / Agent Contact

How to Add a Broker / Agent Contact

Getting to the Broker Detail Screen

From the Tree View:

  1. Expand Occupancy Management
  2. Select Brokers
  3. Then Select New Broker
  4. Or you can Search for an Existing Broker*

* either by, Company Name, Address, or Agent Last Name...Then click SEARCH

Adding a New Broker / Agent

In the Brokerage Detail Screen:

  1. Enter in the Company Name
  2. Enter in the Website
  3. Enter in the Address, City, State, & Zip
  4. Enter in the Phone & Fax Numbers
  5. Then Click SAVE
  6. Enter in the Broker Agents Information (First Name, Last Name, Title, Phone, Fax, Cell, Email)
  7. Then Click ADD AGENT

* Note:

a. Once the Agent is added, their Contact information will appear below

b. Any changes can be made to Contact information and the updates will be saved by Clicking SAVE BELOW

c. Click DELETE CONTACT to remove the contact from the system