Agents is a Parties & CRM module focused on Agent profiles, agent list, and agent ledger. Users typically enter this area for Agent list and commission support, Commercial partner handling. It connects naturally with Agent Module, follows Parties, and fits into a workflow shaped by independent navigation flow. In client terms, this module represents a clear operational capability, not just a menu label.

Parties & CRM

  • view
  • list
  • reporting

Primary Work Area

Agent profiles, agent list, and agent ledger. This is the main business area users enter when they need to operate or monitor agents.

What Users Do Here

Key activities include Agent list and commission support, Commercial partner handling, Sales channel records. These are the daily tasks, records, and operational steps most closely tied to this module.

Linked Menus & Screens

Users can move from this module into related screens such as Agent Module, so this area acts as a gateway into deeper workflows.

Control & Configuration Fit

This module remains aligned with existing control layers such as Parties, which helps keep enable/disable logic and navigation governance consistent.