Add an Associate

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You can a new associate to your site by following these procedures.

  1. Make sure you've logged into your website and from within the ClickSold menu select -> My Office

  2. Click Addnew.jpg at the top.

  3. Fill out any of the desired fields.
    Addassociate form.jpg
    The following details the fields and their meanings:
    • Enter the first name, last name, and agent designation
    Contact Information
    • Enter as much contact info as you want to show up on the website.
    Board Information
    • Enter their Agent ID if you would like their listings to appear on their profile page.
    Profile & Other Options
    • Group - Select which Group they will belong into.
    • Description - This is where you can put the associates bio. HTML is okay to use here.
    • Display - Enabled by default. Disable if you want to hide the agent from showing on the website.

  4. Click submit when completed to save the changes.

  5. If you want to immediately add a profile photo click on the photo tab. If necessary, visit the Add Profile Photo for an Associate page for a more detailed step-by-step guide.