Instruction manual

Identifying Agents and Lines
Refer to the completed Agent Directory Planning Form for a list of all agents.
Complete the following steps to create the Agent Directory.
1.
2.
3.
4.
5.
Press [F2] (Agent Directory) on the Administration Menu.
The Agent Directory screen appears. For an initial installation, the directory is
blank (see Figure 5-2).
To add an agent, press [F1] (Add Agent).
The screen’s function keys are replaced by the editing function keys, and the
following prompt appears on the prompt line:
ADD AGENT: Last Name: ___________ First:______ ID:_____
Refer to the Agent Directory Planning Form and type in the following
information for the agent, pressing
[F6] to move the cursor from one
field to the next:
■ Last name: up to 12 letters, numbers, or special characters such
as * or #
■ First name: up to 8 letters, numbers, or special characters
■ Agent ID: up to 5 letters, numbers, or special characters
To correct errors in an entry before saving it, use the backspace or edit-
ing keys to move around on the prompt line.
To save the agent entry, press
[F8].
The prompt disappears, the screen’s function keys replace the editing function
keys, and the new agent appears on the agent directory.
NOTE:
To change agent information after saving an entry, use [F2] (Remove
Agent) or
[F3] (Change Agt Info) and follow the prompts.
Repeat steps 2 through 4 for each agent. Figure 5-3 shows a com-
pleted Agent Directory screen.
5-4 Creating an Agent Directory