How Do I Find Agents in Specific Offices?
I want to either look at performance or recruit from a specific set of offices.
Click Custom Groups from the top
Click Office Groups
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Click New Office Group
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Search for offices on the right
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Select office(s)
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Click Add Selected
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Continue until you have added all desired offices to the center box
Create a name under EDIT OFFICES GROUP NAME
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Click Save Group
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In the search bar, click All Agents and select saved group from Office Groups
Click Search
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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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