An agent record represents a member of your field sales team, with a category, contact details and status.
Before you start
You need a signed-in OCTO Ops account with a verified email address, an active membership in the organization, and the Sales Force module enabled. Agents is not governed by permission groups — any member with the module enabled can create and view agents.
The Agents list
Open Sales Force > Agents from the main navigation.
| Column | Shows |
|---|---|
| Name | The agent's name. Links to their record. |
| Category | The agent's category. |
| Status | The agent's current status. |
The list is sorted by Name, ascending. Use the create icon in the toolbar to add a new agent. There are no filters and no export buttons.
Register an agent
- Open Sales Force > Agents.
- Select the create icon.
- Fill in the fields below.
- Select Save.
| Field | Required | What to enter |
|---|---|---|
| Name | No | The agent's name. |
| Category | No | A category for the agent, from the list of configured categories. |
| No | The agent's email address. | |
| Mobile | No | The agent's mobile number. |
| Description | No | Free text. |
What happens when you save: the agent is created and you're taken to their record page, with the toast "Sales agent created successfully". On a validation failure, OCTO Ops shows the toast "Check your records before submitting this form again." with the problem fields marked inline, and nothing is saved. Any other failure shows an error dialog with the same message.
View an agent
Selecting an agent's Name from the list opens their record page, showing the details you entered when registering them, including their Status.
Current limitations
- There is no way to edit, delete, or print an agent record.
- There is no visible control to change an agent's Status from the application.