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Creating Groups

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.

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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. 

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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.

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Your new Group is complete.

Need More Help?

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

 

 

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