Advanced Web subscribers can easily update and manage their agency rep list while using the LEX Rep Locator. There are two options for managing your agencies:
- Hands-Free Automation
- Custom Territories
When utilizing the Hands-Free Automation option, and an agency adds your company to their line card, their contact information will automatically be available on your website, or within the LEX Territories feature if your team is utilizing that custom capability. When an agency removes your company from their line card, they will be removed from your website automatically.
If you would like to add or remove an agency from your rep list, please reach out to The Lighting Exchange® support team to assist: [email protected]
With the Hands-Free Automation option, all of the contact information from your agency reps is automatically being pulled over to your website with no additional work required from your team.
If you are using the LEX Custom Territories feature to power your agency rep locator on your website, here is how to manage your rep list.
On your sidebar navigation, click the Agencies dropdown, and select Territories. Here you can see all of your agency reps, and which territory they are associated with. This is where you can control what agencies appear on your website’s agency rep page.
If you’d like to add a new territory for an agency rep to display out on your rep locator, click the Create a Territory button.
Here, you can enter in the territory name (for example, Northern California or Southern Idaho). And select whether that territory encompasses the entire state, or only specific counties.
The new territory will automatically be set to Draft, or you can toggle it over to Published. This will immediately publish the territory out on your website, assigned to your Company as the point of contact for that territory.
To add an agency to the new territory, click the Edit Assignment dropdown from the Territories homepage and select Assign to Sales Agency. Your agency rep list will populate, where you can search for the agency you’d like to assign to the new territory.
Once you locate the agency you’d like to assign, you can select Assign, which will automatically populate the information on file for the agency on your website. If you’d like to adjust any of the agency’s information (the address, phone number, etc.) you can select Create WriteIn.
Selecting Create WriteIn will open up a modal where you can edit/update any of the fields of information about the agency, to customize it to the specific territory you’re assigning it to. Once you’ve made adjustments, select the Save button.
If you saved the new territory as a Draft, remember to go back and select Published once it’s ready to go. If you’ve already Published the new territory, all of the information is now live on your website’s agency locator.
If you need to update a rep within a currently existing territory, select Edit Assignment to either edit the existing rep, or find a new rep for that territory.
If a territory is assigned to your company as the point of contact, you can add a custom message to the territory using the Personalize Contact Factory Message option. Entering a custom message can help guide users when reaching out to your company.
To Delete a territory, select the Delete Territory button to remove it completely from within the LEX portal and out on your website.
To edit details about a territory, select Edit Territory details to make adjustments to the name, status and location of the territory.
Please reach out to the LEX Support team at [email protected] if you have any questions, or would like further training on this feature.