This article will show you how to create groups within the Leads feature of your Placester account.
What is a Group?
A Group is a collection of agents that you've grouped together for managing leads. A Group could consist of agents from the same office, a team who work in a specific area, or a sales or rental team.
Leads > Groups
To find your groups, go to the App icon and click the Leads tab, then Groups.
Creating a Group
To create a new Group, click the gray + (plus) button.
First, give the Group a name, select a Source and click Save.
Then, select the Agents you want to add to the Group, and click Save when finished.
Your new Group is complete.
Need More Help?
If you have additional questions about adding your logo, let our support team know at firstname.lastname@example.org.