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Manage Casting Agents

Create an account for your Casting Agents/Producer clients via WordPress Admin CRM.

1. Login to your WordPress site and navigate to Admin Dashboard » RB Agency » Manage Clients

2. Click the “Create New Casting Agent” button.

3. Populate form. See sample below.

Note: If you want to add additional fields for gathering data, click here to learn how to create the custom fields for Producer/Casting Agents form.

4. Click “Submit” button. If successful, the “Client added successfully!” notification message will appear.

5. Click the “Back to Client List” button to check the new client added.

6. The new client will show up in Manage Clients’ list.

7. The login information will be sent to the new user’s email.

Comments are closed


by Liza Elliott-Ramirez on RB Agency
Thank You! Thank You! Sending you both love and light!

Rob and Anne, I cannot thank you enough for rallying for me. I appreciate you both more than words can express right now! I’m so thankful for all that you have done and continue to do to help me with the site. Rob, Thank you for listening to me and holding my hand the other day. It’s been a bit of a challenge out her in LA-Between personal then all the fires, I’m traumatized! Thank you so much for your generosity in spirit!! I really mean that! Anne, You are awesome, amazing and just lovely. Thank you so much for walking me through all the ins and outs of your ever so complicated yet intriguing job. Please just tell me what I need to finally go 100% with your platform. I’m most definitely will listen to all of your guidance so this never happens again. Wake up call, for sure. Sending you both love and light! Have a beautiful day/night!

by Maria DeSantis on RB Agency
Thank you so much!

You guys are a great team and the software and support is top notch!

by Susan Applegate on RB Agency
The Best!

I would like to thank you Rob and your team for all the effort you made to get me up and running. You really are the best and I love your product. It gives me all the functionality I need and now that the glitches are ironed out...I'm thrilled with it.
If I can ever do anything for your company, I'd be happy to do so. I appreciate the great service.

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