The Group feature provides the ability to create customized groups of agents to distribute leads. This allows for more efficient and organized lead management, as leads are automatically assigned.
Creating a Group
1. Go to Admin > Groups
2. Select + New Group
3. Customize the Group > Save Group
- Give your group a unique name
- Select either Agents or Lenders from the drop-down
- Select all users you would like to belong to this group
- Select either Round Robin or First to Claim
Editing a Group
1. Go to Admin > Groups
2. Actions > Edit
3. Make Adjustments > Save Changes
Additional Information
- Leads cannot be assigned to Round Robin or First To Claim Groups via Mass Actions.
- If you hover over the initial icons on the group page, this lets you quickly see what agents are a part of that group.
- If you hover to the right of the last name in the group, you will see a + icon appear that will allow you to edit the group easily.
- The green checkmark indicates the next person in the group who will receive a lead.
- The orange symbol represents users whose leads are paused.