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Assigning Leads to Agents or Groups

Assigning Leads to Agents or Groups

This article will show you how to assign leads to Agents or Groups.

Please keep in mind that the ability to assign leads to Agents is currently only available through our Broker Pro subscription. If you are not subscribed to this package but would like to learn more, please visit our packages and pricing page.

CRM

Go to the App icon in the upper right-hand corner of your dashboard and click the CRM tab to access your lead management features.

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Assigning a Single Lead to an Agent or Group

From here, you'll be able to assign your leads to an Agent or Group.

Find the lead you want to assign, then click on the name of the lead.  Once you click on the lead you will be brought to their profile page.  On the profile page, click the "Edit" button under the lead's image.  Now, you can scroll down click on the "Assignment" drop-down menu to select an agent to assign the lead to.  Once you select the agent, scroll down and click Save. 

If you would like to add a new agent to the "Assignment" list, they will have to be invited to join the broker subscription. You can follow these instructions to invite agents to join your broker subscription.  

 

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To assign the lead to a Group, click on the "Edit" button on the lead's profile page and scroll down to select the "Groups" drop-down menu then select the group you would like to add the lead to and click Save.

If you would like to create a new group, you can follow these instructions.  

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Assigning Multiple Leads to an Agent or Group

If you would like to assign multiple leads to an Agent, click on the box next to the lead's names you would like to add then scroll down and click on the "+ More" button at the bottom of the page.  After the "+ More" button is clicked, click on the "Edit Details" tab.  Once on the Details page, scroll down to the "Assignment" drop-down menu to select an agent then click Save.  

https://gyazo.com/2468df08b962cd5929011daf0df7f14d

To assign multiple leads to a group, follow the same instructions for assigning leads to agents by checking off the boxes next to the leads, then click on the "+ More" button and select the "Edit Details" tab.  Once on the Details page, scroll down to the "Groups" drop-down menu and select a group then click save. 

 

https://gyazo.com/5929354741cdb98e306c1936b4a729de

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