Adding a Sales Agent or Non-Sales Staff

Transcription

1 Adding a Sales Agent or Non-Sales Staff All sales and non-sales staff are required to be entered into CREST EDG. Only users with USER ADMINISTRATION (UA) and BROKER (BA) access levels can add or update person information in CREST EDG. Please note that all fields indicated with a red checkmark must be completed. 1. Click Person from the left navigation menu. 2. Click Add. 3. Enter the person s information into the appropriate fields. 4. Indicate if the person has a Sales or Non- Sales position (or both) by choosing YES or NO. 5. Click Next. This screen may appear if CREST detects a similar name already in the system. This is to help prevent duplicate entries. 6. Once you have verified that the person has not been previously entered, click Continue. 1 P a g e

2 The Person Add: Sales Position form displays. 7. Use the drop down boxes to select the following: Office Sales Associate Type Position 8. Enter the Effective Date. 9. Use the drop down box to answer Yes or No. 10. Follow the prompts. NOTE: This question is used to capture information for awards purposes so that Sales Associates receive credit for their prior production within the brand. The Person Add: Licenses and Person Add: Insurance sections display. 11. Enter the Sales person s license type, number, state, issue date & expiration. 12. Enter the Insurance information. 13. Click Next. 2 P a g e

3 The Person Add: Languages and Person Add: Designations sections display. 14. You may add a language or designation to the individual s profile by either double clicking the selected option, or highlighting the option and using the arrow keys to move the selected language or designation. 15. Click Next. NOTE: Selected LANGUAGES and DESIGNATIONS for the Sales Associate will be shown on the pubic website as part of the person s web profile. The Person Add: Contact Information page displays. 16. The Credential Communications 1 allows you to send this person the necessary credentials to access the brand s intranet site. 17. You must enter a Business Address and Mobile Phone number for each person. 18. Click Finish. Credential Communications 1 Send Credentials When selected, an auto generated will be sent to the person containing their LOGIN ID and PASSWORD to access the brand s intranet site. Do Not Send Credentials If this is selected, then no is sent to the individual. 3 P a g e

4 A confirmation screen appears, indicating that your record has been successfully added. 19. A EDG User ID is automatically generated by the system NOTE: To learn how to assign access to use CREST EDG please see the Assign, Revoke, and Reset User Access job aid located in the User Administration Help section. 20. The Web Description button is now available at the top of the confirmation screen. Use the Web Description button to enter the Sales Staff Web Profile (steps outlined next). 4 P a g e

5 Updating Web Profile 1. Click WEB DESCRIPTION. The Person Web Profile Narrative Category Select screen displays. 2. Click the drop down arrow to select the Profile Narrative that you would like to create. 3. Once you ve selected your category, click Update Category. 4. Enter the Sales Associate s Personal Profile information. 5. Click Finish. 6. A confirmation screen appears. 5 P a g e

6 Adding Media 1. Click the Media button 2. Click Add New. 3. Enter a Short Description and Caption for each photo. 4. Click Browse to locate the photo stored on your computer. 5. Select the photo you would like to upload. 6. Click Open to attach the selected photo. 6 P a g e

7 7. Click Finish. 8. A confirmation screen appears. 7 P a g e