Create Your Consultant Listing

In the Partner Console, click Listings, then click New Listing.
Select Consultant.
Choose your listing language.

The language you select determines which language appears on your listing and which site your listing is published to (AgentExchange or AgentExchange Japan).

If your business operates across multiple regions, create a separate listing for each language to publish to its respective site. For example, you may provide offerings in both English and Japanese practices.

Enter Key Listing Information

Fill in the information that makes up your listing’s first impression.

Enter a listing title. Use a concise description of your services.
Write a tagline. Taglines are short subtitles that appear below your title on the listing tile.
Write brief and full descriptions. Focus on the outcomes you deliver for customers, not just the services you offer. Describe what problems you solve, for whom, and what makes your approach different.

Your description is the primary content customers use to evaluate whether to contact you. A vague or generic description reduces your chances of generating leads.

Important

Add More Details

Provide additional information that helps customers evaluate your business.

Define the languages your firm supports.
Upload media: screenshots, demo videos, or case study documents.
Add your company logo.

Configure the Learn More URL

The Learn More URL is required for consultant listings. When a customer clicks Learn More on your listing, they land on this page.

The Learn More button is the only call-to-action on your consultant listing. If this URL leads to a broken page, a generic homepage, or a 404 error, you’ve shut down the customer’s evaluation path of your firm from AgentExchange.

Warning

Point your Learn More URL to a dedicated landing page that gives the customer a clear next step. Example pages include:

A contact form.
A consultation scheduling link.
A request-for-proposal page.

Don’t use:

Your company homepage, which forces the customer back into discovery.
A URL that returns a 404 or 503 error.
A page with no clear customer action.

Audit this URL regularly. If it becomes stale, you lose leads without any notification.

Enable Lead Collection

In the Grow Your Business step of the listing builder, you can turn on AgentExchange lead collection. When enabled, AgentExchange captures lead information when customers click Learn More and delivers it to the Salesforce org you specify.

If you choose not to enable lead collection, the endpoint website from your Learn More URL becomes your only lead pipeline from AgentExchange. Make sure that the URL points to a page where customers can take action and contact you directly.

Important

To enable lead collection:

In the listing builder, go to the Grow Your Business step.
Enter your 18-digit Salesforce Org ID.
Select the lead types you’d like to collect.
Go to your Salesforce Org and confirm it is configured to receive leads:
- Web-to-Lead is enabled.
- reCAPTCHA is turned off.
- Duplicate and matching rules are set to allow leads from AgentExchange.