The Group feature allows you to combine multiple agents into a user defined group for lead flow. This is what you would use if you wanted to distribute your leads in a Round Robin format or via First to Claim.

To start, go to the Admin tab and select Groups

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Next go to Add Group

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From here you can do multiple things to customize your group. Here are the steps to set up this window:

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Now that your Group is set up, You can go to your Lead Flow page and assign your group to a Lead Source. First, find the source you would like to edit and click on the agent area.

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Next, Select your Group from the list instead of a specific agent.

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Now your Group is assigned to that lead source:

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Additional Information

  • If you hover over the initial icons on group page, this lets you quickly see what agents are apart 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.
  • Initials in green indicate the next person in the group who will receive a lead.

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