Step-by-Step Guide to Configuring Lead and Deal Agent Settings on Your Dashboard

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link highlighted in the sidebar.
• This will direct you to the settings page where you can adjust various configurations.
• Ensure to explore all available options for comprehensive settings management.

STEP 2: Click on "Lead Settings" to Access Company Configuration

• Navigate to the "Lead Settings" section in the sidebar menu.
• Ensure you have the following fields ready to fill:
  • Company Name (*required)
  • Company Phone (*required)
  • Company Email (*required)
  • Company Website (optional)
• Click the Save button after entering the necessary information.

STEP 3: Select "Deal Agent"

• Click on the "Deal Agent" tab to view the associated settings.
• Ensure you are on the Lead Settings page.
• The highlighted area indicates where to click for further options related to Deal Agents.
• Review the list of existing Deal Agents displayed in the table.

STEP 4: Click on "Add New Deal Agent"

• Navigate to the Deal Agent tab in the Lead Settings.
• Locate the Add New Deal Agent button highlighted in red.
• Click on the button to proceed with adding a new deal agent.
• Ensure all required fields are filled out in the subsequent form that appears.

STEP 5: Click on "Choose Agents"

• Click on the "Choose Agents" field to select an agent for the deal.
• Ensure the field is marked with an asterisk (*), indicating it is required.
• After selecting an agent, proceed to the next step to select "Deal Category".

STEP 6: Select "Deal Category"

• Click on the "Deal Category" field to open the dropdown menu.
• Choose the appropriate category from the available options.
• Ensure that the field marked with an asterisk (*) is filled, as it is required.
• Proceed to the next step by clicking the "Save" button.

STEP 7: Click on "Save" to Finalize Your Deal Agent

• Ensure all required fields are filled: Choose Agents and Deal Category (marked with an asterisk).
• Review your selections before proceeding.
• Click the Save button to save your changes.
• Confirm that the action was successful by checking for any confirmation message.