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How to Create and Assign Agents to Agent Tiers

Learn how to add agents to the agent-tiered pricing list from your backoffice role. 

1. From the nav menu, select Agents under Directory. 

directory agents tab

2. Using the middle menu, select Agent Tiers. 

agent tier middle-1

To Create an Agent Tier

3. Select the Add Agent Tier icon: 

add icon-1

4. Name the Agent Tier in the Title field. 

5. Add any details ot the Description field. 

6. Click Submit to create the agent tier. 

To Add to a Preexisting Agent Tier

7. Select the tier to which you're going to assign the agent. 

8. Select the Assign Agent icon: 

assign agent

9. From the dropdown, choose from the list of employees. 

10. Select the Effective Date field. 

11. Select the date. 

Note: Whatever tier you add the agent to can be concurrent by selecting the current date, retroactive by selecting a past date, or proactive by selecting a future date. 

Select Submit to add the changes to the agent tier.