4 - Team
Lead Dropbox Overview
You have the option of automatically importing leads from other sources such as Trulia or Zillow. We have a few options with how you assign those leads from there, but the email information you forward your leads to is accessed in the same area. To ...
Team Distribution Settings
Your main company site has it's own lead distribution settings that affect the sub sites if they don't have their own lead distribution settings set up already. To create your own team distribution settings on your team site that will override the ...
Feature and Upload Team Image
This article goes over the image features if you are sharing a team profile. We'll go over uploading a team image to your shared profile and featuring it on your team site. Upload Team Image to Profile To upload a team image to your shared team ...
Team Setup Overview
Our platform gives you a couple of options for setting up team functions on the site. This article is a brief overview of those two functions and how to set them up on your site. Basic Shared Team Setup The first of those options is the most basic ...
How to Add an Agent (Video)
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, ...
Lead Distribution
*Lead Distribution settings are found in the Team & Actions Center tab, under the Lead Dist. & Acceptance Rules. Agent Lead Distribution An important aspect of lead management, is distribution of leads to agents. Leads can be automatically ...