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To register a new Agency please, do the following: On the Navigation menu click My Company →Agencies/Distributors. On the Agencies/Distributors tab, click New Agency. Create New Agency page appears.
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On the Create new client page, fill in the information about the client company as it is described in Configuring Information about the Company. 🗒 The fields to be filled mandatory are marked with the asterisk (*) Click Save. Image Added |
Agencies upload from Excel
Additionally bulk upload of Agencies is allowed:
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