Agents

Manage agents who can be assigned to your property listings.

The Agents page is a directory of agents in your organization. Agents can be assigned to property listings so that their contact information appears on the listing detail page.

Agent types

There are two types of agents:

  • Org Member — Linked to a team member's LeadHQL account. These are synced from your organization's membership list. To add org member agents, use the Invite Members button, which takes you to Team Members settings.
  • Standalone — Created directly from this page. Standalone agents have a profile and contact details but do not have a LeadHQL login. Use these for agents who don't need dashboard access.

Agents table

The agents table displays the following columns:

| Column | Description | |--------|-------------| | Agent | Avatar, full name, and email | | Type | "Org Member" or "Standalone" badge | | Title | The agent's role or title | | Contact Info | Phone number and WhatsApp number | | Status | Active/Inactive toggle — controls whether the agent appears on listings | | Actions | Edit button |

Creating a standalone agent

Click Create Agent to open the creation form. Fill in the following:

  • Profile photo (optional) — Upload a JPEG, PNG, WebP, or GIF image (max 5 MB).
  • First name (required)
  • Last name (optional)
  • Title (optional) — e.g., "Sales Agent"
  • Display email (optional)
  • Phone (optional)
  • WhatsApp (optional)

Click Create Agent to save. The new agent will appear in the table and be available for assignment to property listings.

Editing an agent

Click Edit on any agent row to open the edit dialog. You can update:

  • Avatar — Hover over the avatar to upload a new photo.
  • Display email, Phone number, WhatsApp number, Title, and Description.

Click Save changes when done.

Assigning agents to listings

When creating or editing a property listing, you'll see an "Assign agent" dropdown in Step 1 (Classification). Only active agents appear in this list. If you don't see an agent you're looking for, click the "Manage agents" link below the field to come to this page.

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