How to Create a Manager and Assign them as the Primary Contact

This guide will take you through how to create contacts for influencer managers and agents. This gives you the ability to assign a manager as an influencer's primary contact so that all exchanges are done between you and the influencers manager.

Step 1 Click Contacts and select My Influencers.

Step 2 Click on the Settings button on the top right-hand corner and select Managers / Agents.


Step 3 Click + Create in the top right-hand corner.


Step 4 Enter the agent's email, along with their first and last name and click Create.


Step 5 Click Contacts, in the navigation bar, and select My Influencers or Prospects.

Step 6 Locate the influencer who you'd like to assign a manager or agent and click into their profile.   

Step 7 In the Managers/Agents property, click Change Managers/Agents and select a manager.


Step 8 In the Primary Contact property, select the manager as the primary contact.


Once assigned, all email communication will default to the manager. All emails from both the influencer and manager will appear in Mail, however, all replies will go directly to the primary contact. 



1 comment
  • Thank you for the instruction Jairo, it is super helpful!

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