Managing Agents

Agents are team members who can be assigned to property listings as the contact person.

Accessing Agent Management

Go to Properties → Agents at https://leadhql.com/dashboard/property-listings/agents.

Two Tabs

Manage Agents Tab

View and edit your organization's agents:

• Agent name and avatar

• Title/role

• Contact information

• Active/Inactive status

To edit an agent:

1. Click the Edit button on their row

2. Update their information:

   • Phone number

   • WhatsApp number

   • Title

   • Bio/description

3. Save changes

To toggle active status: Use the Active/Inactive switch. Inactive agents won't appear in assignment dropdowns.

Invite Members Tab

Add new team members who can become agents:

1. Click to open the member invitation panel

2. Enter email addresses to invite

3. Invited members join your organization

4. They become available to designate as agents

Agent Information

Each agent profile includes:

• Display name - Shown on listings

• Email - Contact email

• Phone - Primary phone number

• WhatsApp - WhatsApp contact number

• Title - Their role (e.g., "Senior Agent", "Sales Director")

• Bio - Brief description shown on listings

Creating an Agent from a Member

When a new team member joins:

1. They appear in your organization members

2. Go to the Manage Agents tab

3. They're automatically available as an agent

4. Edit their profile to add contact details and bio

Assigning Agents to Listings

When creating or editing a property:

1. Find the Agent Assignment field

2. Select an agent from the dropdown

3. Only active agents appear in the list

Best Practices

• Keep agent contact info current

• Write compelling bios that build trust

• Deactivate agents who leave (don't delete)

• Ensure WhatsApp numbers are correct for international buyers