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.

• Related Articles

• Using Lead Groups/Tags (Categories)

  This video describes the use of Lead Groups or Tags in the CRM.  Lead Groups are often referred to as Tags, and are very similar to categories of leads.  Lead Groups are flexible and can help drive automation, marketing lists and campaigns and other ...

• Agent Call Scripts - Agent Training

• Agent Search Feature & Shortcode

  The Agent Search feature allows a user to type in the full or partial name of an agent and receive filtered results from the agents/team using the Inside Real Estate solution. The Agent Search bar is included by default on team and office pages, but ...

• Adding Images & PDFs to a Page

  This tutorial will help you to add photos/PDFs/hyperlinks to any of your blog posts or pages.  The process for adding either one of these is very and can really visually improve your writings.   1.  You will first need to login into your site.   2. ...

• Writing Tips for Adding a Blog Post

  When adding a post there are certain guidelines that you will need to follow to allow yourself the best chances to show up in the search engines and to make your blog professional. Remember to not only talk about the Housing Market in your area, but ...