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How Do I Find Agents in Specific Offices?

I want to either look at performance or recruit from a specific set of offices.

Step 1


Click Custom Groups from the top

Step 2


Click Office Groups


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Step 3


Click New Office Group


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Step 4


Search for offices on the right


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Step 5


Select office(s)


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Step 6


Click Add Selected


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Step 7


Continue until you have added all desired offices to the center box

Step 8


Create a name under EDIT OFFICES GROUP NAME


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Step 9


Click Save Group


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Step 10


In the search bar, click All Agents and select saved group from Office Groups

Step 11


Click Search


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