Broker Features

Viewing a Lead's Saved Searches and Favorite Properties [Classic]

This article will show you how to view a lead's saved searches and favorite properties from the Placester CRM. Navigating to the Placester CRM To start, you will want to go to the Placester CRM. When…

Updated 1 year ago

Assigning leads from your brokerage site to your agents [Classic]

This article will show you how to assign leads from your broker site to agents in your brokerage. Please keep in mind that the ability to assign leads to Agents is currently only available through ou…

Updated 1 year ago

How to View Your Leads [Classic]

This article will show you how to view the leads that you've generated from your website. Lead Capture Forms There are various lead capture forms and calls to action across your Placester site that w…

Updated 1 year ago

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