Adding Agent Groups

Adding Agent Groups

The group functionality allow you create groups of agents and allow them to assign leads to each other. This becomes particularly useful if you have a main site and sub-sites. This allows you to specify a group of agents, for example an office. Then, choose and administrator that can assign leads to anyone in that office.

To create a group:
1) Login to your team website as the administrator
2) Select the icon that looks like a gear and click on Manage Agents
3) Click on the agent you want to be the administrator of the group
4) Click the 'Edit Groups' link just below the agents profile image and contact information
This will bring up the add/edit groups popover:
1) Enter the name of your group - You can name it whatever you want
2) Choose whether this person is an administrator or a member 
  - Administrators: Administrators have the ability to assign leads to members of the group 
  - Members: Members really can't do much at all. They can only see which groups they are assigned to
3) Click 'Add Group'.  This person is now assigned to this group. 
Follow this same process to add other members to a group.

Still need help? Contact Us Contact Us