Adding and managing field sales agents

What an agent profile holds

• Identity and contact details — who the agent is and how to reach them.
• Territory — the area or segment the agent works, so leads and performance can be read geographically.
• Targets — the goals the agent is measured against, giving their performance view a benchmark rather than a bare count.

Setting up a new agent

1. 1
   Create the profile

   Capture the agent's details so they exist as a distinct person leads and commission can be attributed to.
2. 2
   Assign a territory

   Give the agent the area or segment they cover. This frames their pipeline and lets you compare like with like across the field team.
3. 3
   Set targets

   Define what the agent is expected to achieve so their performance is measured against a goal, not just reported as raw volume.

Managing agents over time

Territories and targets are not fixed — as the team grows or rebalances, you adjust an agent's coverage and goals from their profile. Their historic attribution and performance stay intact, so changing a target going forward never rewrites what an agent has already earned or sourced.