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Creating and Managing Agents in AVSAP

Adding Agents

• The process begins with creating an account, followed by registering agents who will receive notifications from AVSAP.

• Essential information required includes the agent's email, phone number, WhatsApp number, and their role (partner). This allows them to manage leads while restricting user access to system modifications.

• A password must be created for each agent so they can log into AVSAP and view their lead reports.

Setting Up Distribution Queue

• After agents are registered, the next step is to establish a distribution queue that determines the order in which leads are assigned to sellers.

• When a lead is assigned to an agent (e.g., Magali), they move to the end of the queue after receiving it. This ensures a fair rotation among team members.

• There is an option for a default responsible party who will always receive notifications if other sellers opt out. It’s suggested to set this as the first person in line temporarily.

Product Distribution

• The system allows for specific products to be distributed within the queue based on various forms associated with campaigns. Further details on this feature will be provided in subsequent videos.

• Once all configurations are complete, clicking "save" finalizes the creation of the distribution queue.