🕵️How do I add an agent to a port call?
Agents can be assigned directly to a port call in the Schedule section. You can select an existing agent from the agent list or create a new one if required.
Step-by-step
- Open the Schedule section
Go to Schedule and select the port call to which you want to add an appointed agent.Alternatively, add the agent directly in a new port call that you are entering. - Click “+ Add Agent”
Open the selected port call and click + Add Agent. - Select the agent role
Choose the role of the agent you want to add. The following agent types are available:- Chartering Agent
- Crewing Agent
- Purchasing Agent
- Owner's Agent
- Select or create an agent
Choose an existing agent from the list and click Add selected agent. If the required agent is not yet available, select the option to add a new agent. - Enter the agent details
When creating a new agent, enter the available contact information, such as:- Company
- Contact person
- Phone number
- Mobile number
- Email address
- Supplier address
- ZIP code
- City/Place
- Country
- Save the agent
Click Save. The newly created agent can then be assigned to the respective port call.