FrontRunner has developed a New Team Member wizard that will quickly guide you through adding a new team member to your account. The wizard goes step-by-step through each item in the TM profile and allows you to assign the TM to your existing goal plans and commission/bonus plans, all in one simple process!
- Go to Agency Setup
- Click on Step 2: Management Options
- In the Team Member section, click on New Team Member Wizard
- Enter the requested information within each box and click Next to move to the next screen
- Once you have filled out the necessary information on every screen, you will see a message that looks like this:
- Click "Send Welcome Email & Finish" to send an automatic email to the new team member that will contain their log in information and the link to our New Team Member Training Video for them to review.
- If the Welcome Email is not received, please click HERE.
- Or, you can select "Just Finish" and simply advise the new TM what their email address and password is and forward them the link to the New Team Member Training Video (click HERE for link).
If you have any remaining questions after reviewing our Help Articles, please send an email to email@example.com. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!