Agents

The Agents page is the roster directory — every agent you mentor as an area leader, plus celebrations, top performers, and quick contact actions.

Headline metrics

Four tiles across the top:

• Active Members — currently active agents.
• Inactive Members — no longer active.
• New Members — agents who joined in the last 30 days. The tile has its own date-range picker so you can extend the window to 90 days, 1 year, a specific year, or all time.
• Volume — total roster volume. Has its own date-range picker.

Celebrations panel

A pink "Celebrations" card lists upcoming and recent reasons to reach out to your agents — birthdays, work anniversaries, first sales, and other milestones. Each entry shows:

• The agent's avatar and name (clickable to their profile).
• One or more reason rows, colour-coded: birthday pink, anniversary violet, first sale yellow, others teal.
• A status badge on each row — green "Today", blue "in N days" (upcoming), or grey "N days ago" (recent).

Top Performers

To the right of Celebrations, a "Top Performers" card lists the ten highest-volume agents, ordered by total volume. The top three get gold/silver/bronze rosette icons. Each row shows the agent's name, join date, transaction count, and total volume. The card has its own date-range picker.

If you don't have mentored agents but new members exist, the right column shows a "New Members" panel instead — the five most recent joins with a teal "NEW" badge.

Full agents table

The full roster list at the bottom. Columns:

• Member — avatar, name, email. A small crown icon marks an agent flagged as a leader.
• Role.
• Status — active or inactive. If an agent is inactive on your roster but still active overall (i.e., transferred to another mentor), the inactive badge gets a tooltip explaining that.
• Transactions — total transaction count.
• Contact — small mail and phone icons that open the agent's email or call link directly.

The table has search and sorting on every column. Click any row to open the agent's profile.

The agent profile

When you click into an agent, you'll find:

• Their basic info (name, email, phone, role, join date).
• Any celebrations associated with them.
• An inline Notes field (auto-saves about a second after you stop typing) — your private mentor notes on that agent.
• The agent's recent transactions.

Use the Back to Agents link to return to the table.