User Roles

User Roles

The concept of Roles allows multiple Users to work jointly with the same lead.
Display User Variables

Display User Variables

User Variables can be used to display information about a User (Agent). Single Agent Account Variables referenced will show data related to the primary account User (Agent) on web pages. Multi User Account The values of the User Variables displayed … Continued
Lead Assignment Policies

Lead Assignment Policies

This support article will explain the General Lead Assignment Policies that determine how leads are assigned. When a new lead registers in a Multi-User Buying Buddy account, there are three consecutive levels of options that can assign the lead: General … Continued
Forcing Lead Assignment to a User

Forcing Lead Assignment to a User

There are two methods to help with forcing lead assignment to a specific user in your team: Website Assignment, or Referral ID. 1. Website Assignment If you have multiple websites then you may wish to dedicate one of your  websites … Continued