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Creating Groups
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.
CRM > Groups
To find your groups, go to the App icon and click the CRM tab, then scroll down to Groups on the lefthand side.
Creating a Group
To create a new Group, click the gray + (plus) button.
First, give the Group a name, select a Source, choose a Plan and click Save.
Once the Group has been created. You will receive a routing email to route leads from an outside source.
If you have a Broker Subscription with us, you have the ability to add Agents to the group. If you would like to add Agents, just scroll down and click the + sign next to Agents on the Groups page then select the Agents you want to add to the Group and click Save when finished.
Your new Group is complete.
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