Import and review your agent roster
Bring your people into HQ and check the results before using the roster.
Open Agents and choose the roster import option, or use Your people in the setup guide.
Upload your roster file and review the available field mapping and import preview. Check names, email addresses and dates before confirming.
After import, search the Agents list and open a few profiles to check contact details, photos and office information.
Review welcome-post and birthday rules before enabling automation, especially after your initial import.