Sales Agent Registration
Overview
For Intellibook users with the "Sales Agents" feature enabled, new agents (who are commissioned to sell your products) can register online at http://[yourcompany].intellibook.co/register-agent
Template Fields
The following field placeholders (similar to merge fields in a word document) can be used to personalise the Sales Agent Registration email.
Agency
- {{agent_portal_url}} - The URL for Intellibook access (Agent Portal)
- {{agent_portal_username}} - The username for Intellibook access (Agent Portal)
- {{code}} - aka Agent ID
- {{name}} - The name (usually full trading name) of the Sales Agent
- {{contact_firstname}} - The first name(s) of the primary contact
- {{contact_lastname}} - The surname of the primary contact
- {{email}} - The email of the primary contact