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Creating and Managing Networks

Create networks that allow you to manage downline agents and groups

R
Written by Ron Sloop
Updated over a week ago

Creating and Managing Networks

Networks allow you to organize and manage groups of linked accounts, agents, and marketing organizations. This guide covers how to create, configure, and manage your Networks.

Prerequisites

Before creating a Network, you'll need:

  • At least one active Network Type configured

  • Owner-level permissions in your organization

  • The Network feature enabled for your tenant

Accessing Networks

  1. Navigate to Settings from the main menu

  2. Expand the Marketing Organization section in the sidebar

  3. Click Networks

You'll see a list of all existing Networks with columns for Name, Type, and Status. Use the search bar to find Networks by name, and toggle "Active Only" to show or hide archived Networks.

Creating a New Network

  1. From the Networks list, click the New Network dropdown button

  2. Select the Network Type you want to create from the dropdown menu

  3. Fill in the Network details:

    • Name - A unique, descriptive name for the Network

    • Description - Optional details about this Network's purpose or scope

  4. Add contact information (optional):

    • Contact - Primary contact person's name

    • Phone - Contact phone number

    • Email - Contact email address

    • Address - Street address, suite/apartment, city, state, and zip code

  5. Fill in any custom fields defined by the Network Type

  6. Click Save to create the Network

Note: If no Network Types are available, you'll see a message directing you to set up Network Types first.

Viewing Network Details

Click on a Network name to view its detail page. The detail page includes:

Network Information Card

  • Network name and status badge (Active/Archived)

  • Network logo (if uploaded)

  • Description

  • Contact information (name, phone, email, address)

  • Custom field values specific to this Network's type

  • Workflow progress bar (if workflows are attached)

Documents Section

If document types are configured, you can attach and manage documents related to this Network.

Notes Widget

Add internal notes and comments about the Network. Notes are visible to other team members with access.

Editing a Network

  1. Navigate to the Network detail page or find the Network in the list

  2. Click the three-dot menu

  3. Select Edit

  4. Update the desired fields

  5. Click Save

Changing a Network's Type

You can change a Network's type after creation:

  1. Click the three-dot menu on the Network

  2. Select Edit Type

  3. Choose a new Network Type from the available options

  4. Click Save

Note: Changing the Network Type may affect which custom fields are displayed. Data in fields that don't exist in the new type will be preserved but hidden.

Archiving and Unarchiving Networks

Archiving a Network

  1. Find the Network in the list or detail page

  2. Click the three-dot menu

  3. Select Archive

  4. Confirm the action

Archived Networks:

  • Are hidden from active lists by default

  • Retain all their linked accounts, agents, and data

  • Can be viewed by unchecking "Active Only"

  • Can be unarchived at any time

Unarchiving a Network

  1. Uncheck "Active Only" in the filter to show archived Networks

  2. Find the archived Network

  3. Click the three-dot menu

  4. Select Unarchive

Deleting a Network

Warning: Deleting a Network is a permanent action that cannot be undone.

  1. Click the three-dot menu

  2. Select Delete

  3. Review the confirmation message

  4. Confirm the deletion

Consider archiving instead of deleting to preserve historical data and relationships.

Working with Network Documents

Networks support document attachments when document types are configured:

  1. Navigate to the Network detail page

  2. Scroll to the Documents section

  3. Click to upload or attach documents

  4. Select the appropriate document type

  5. Upload the file or link to existing documents

Adding Notes to Networks

Use the Notes widget to track important information:

  1. Navigate to the Network detail page

  2. In the Notes widget on the right side, click to add a new note

  3. Enter your note content

  4. Save the note

Notes are timestamped and show the author, creating an audit trail of communications and decisions.

Understanding Network Workflows

If the Network's type has workflow templates configured:

  • A workflow progress bar appears at the top of the Network detail page

  • The Workflows menu provides access to view and manage active workflows

  • Workflows can automate tasks like notifications, approvals, and status updates

Next Steps

Once you've created your Networks, you're ready to:

  • Use the Network Tab for daily operations

  • Link accounts to your Networks

  • Track production and marketing metrics

Related Articles
Carriers & Institutions
Create & Manage Workflow Templates
Commissions
Setting Up Network Types
Using the Network Tab
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