Assigning/ Unassign & Changing Agent Site Feature using Agent Manager

Amber Sabio Updated by Amber Sabio

This article will show you how to Assigning/ Unassign & Changing Agent Site 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 cool video to learn more about the features of the NEW Agent Manager.

Assigning/ Unassign & Changing Agent Site

Assigning/ unassign & changing agent site ownership are the new features of the new agent manager.  This is mainly used for agents that will be leaving and new members of your team.

Please take note that these features are only available for codeless version websites.

In order for you to proceed, simply go to the sites tab under agent manager.

Then look for the specific agent website that you would like to do the assigning / unassign or change the ownership of the website. Once selected, just click on the vertical ellipsis icon (⋮) on the specific agent website.

Change Owner/ Unassign Agent

A confirmation for unassigning agent or selection list of new assign agent/ owner of the website will show up, and to confirm the changes to be done.

Assign Agent
Unassign Agent

And thereafter, a confirmation notification for the action taken on the bottom of your Agent manager screen will show up.

Need More Help?

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

 

How did we do?

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