Assigning Leads from your Brokerage site to your Agents using Agent Manager

Cherry Arn Tomayao Updated by Cherry Arn Tomayao

This article will show you how to assign leads from your broker site to agents using agent manager with Placester.

With the NEW Agent Manager feature for our Office Builder / Broker Pro subscriptions, you would now be able to:

  • Easily onboard, support and collaborate with your Agents!
  • Invite Agents to your Broker subscription with Placester.
  • Manage all your Agents and their information across their Placester account and website as well as the Offices displayed on your main Broker site.
  • Easily add Agents to your Roster or CRM lead routing.
  • Create templates for your Brokerage, duplicate them and assign them to an Agent.

Please note: This feature is only available through our Office Builder / Broker Pro subscriptions. If you would like to learn more about this subscription, please check out our packages and pricing page.

Check out our video to learn more about the features of the NEW Agent Manager.

Groups

On the upper hand of your dashboard click the Agent Manager tab to access your lead management features.

This will take you to your agent roster.  To begin setting up routing, click on the Groups tab.

Many brokers choose to distribute the leads that come into the site directly or from other sources to the agents in their brokerage.  With lead routing on your Placester site, you have the option to distribute leads evenly from any given source to your agents or the option to send all leads to the broker only.

In the Lead Routing settings, you will see a series of groups that have been added by Placester. These contain a group for all leads that come directly through your site under All Agents, as well as the most popular third-party lead sources. By default, the All Agents group is set up to evenly distribute leads.

If this is the setting you prefer, you will not need to make any adjustments. However, if you would like the broker only to receive all leads- then you will need to create a new group.    

To create a new group click on the ‘Create New Group’ button at the top of the page.

This will open up the Create New Group page. 

Label your group in the Group Name field then click on the Next button.

Select the broker/s in your new group by clicking on the checkboxes before their image.

You’ll see a confirmation at the bottom of your screen once you have successfully created a new group.

Lead Routing Rules ( All Agents )

To adjust your lead routing rules. Click on the Lead Routing Settings tab.

Look for the group you want to configure, click on the vertical ellipsis (⋮) located on the right side of your screen, then click on the Lead route rules option. Here, you can change the lead assignment from the default All Agents group to your custom group and in turn, the lead distribution rules that are associated with it.   

You also have an option to set up more rules by clicking on Add Another Rule under Advanced Rules.

Here you can choose more specific routing based on either Zip Code or price.

These serve as exceptions to the default routing rule.  For example, if the price is less than 100,000 route to All Agents instead of this group.  Also if the Zip Code 05401 is included the lead will follow the All Agent group routing rules.

Once your conditions have been added you can click on The ANY or ALL option to determine if you would like both conditions to apply for just one or the other.  You can add as many advanced rules as you would like.  Once this has been completed click save at the bottom of the page. 

Need More Help?

If you have additional questions, let our support team know at support@placester.com.

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