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Agent Roster

Adding your sales agents is easy. Simply select “Add agent” at the top of the page and fill out all the fields. When complete hit “Update” to save, or “Cancel” to revert.

    • Name (full name)
    • Email address where they would like to receive leads
    • Role
      • User – agents
      • Editor – has access to the application but cannot see billing
      • Admin – full access
    • Phone

This should be a cell phone capable of receiving text messages

    • Catchall

Agents with the catchall property will receive leads as normal, but will also receive leads which are rejected or timed-out by all applicable agents. Agents with this property checked should be responsible for handling ‘catchall’ leads themselves or distributing the lead to an appropriate agent – In most cases only one person should be the catchall so as to avoid multiple people following up on leads which have not been accepted by the regular Lead Assign distribution chain

    • SMS

This determines if the agent would like to receive leads via SMS. This can be used in conjunction with Email

    • Email

This determines if the agent would like to receive leads via Email. This can be used in conjunction with SMS

    • Available

If an Agent is away for an extended period of time, uncheck the ‘Available’ property on that agent and they will not be included when the system is determining which agents to send leads to

    • Forward Accepted

The Agent will be emailed the lead when they accept if they want it to also be emailed to additional address (eg. CRM systems) add the emails here, separated by commas

    • Tags

Select tags that were entered via the Tag Manager screen here. Simply select from the dropdown or start typing to filter the list of available tags.

    • Test SMS

An agent will be sent a test lead, this includes an SMS and email. The test leads are for demo purposes only and do not actually timeout etc. (eg. if the agent re-clicks the link after timing out, it will still appear to work for them). This should only be done to confirm agents contact details are correct.

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