1. Home
  2. Docs
  3. Admin Settings
  4. Agent Lead Management+

Agent Lead Management+

Manage All My Leads is a function available to your agents to allow them the ability to adjust availability within Lead Assign, with Admin approval, and view the list of leads they’ve been offered. Don’t worry they can only see lead information about leads they’ve accepted.

When your agent receives a lead and goes through the process to accept/decline it, if they click/press on the little “X” in the top left corner of the page they’ll be brought to a login page. Alternatively they can also go through the “Manage All My Leads” link in each email communication sent by Lead Assign. Once there, they just login with their email used within the system and they will have a severely reduced admin view. They will only see the leads tab and an availability toggle. The toggle defaults to being hidden, so if you want to allow your agents to handle their own availability just enable the setting found in advanced settings.

If an agent sets themselves as unavailable they will not be able to receive leads but they can still interact with the leads they have. This allows agents on vacation or who already have more than a full plate to opt out of receiving leads until the Admin or they themselves re-enable their availability.

Was this article helpful to you? Yes No

How can we help?