Step 1- To Add a Partner in Agentcis, go to the Partners menu.



Step 2- Click on the Add button and Add Partner form will open. (Fields with"\*" are mandatory)



Step 3- Add your Partner Name, Operating Name (if the name is different than Partner Name) and select Workflow.



Step 4- Add Street Address, City, State, Postcode and select Country from the list.



Step 5- Insert contact details including Phone Number, Email, Fax, and Website.



Step 6- Insert Branch Details You can add multiple Branches and can also add a Product.



Step 6- Insert “Contract Information” .