The concept of Roles allows multiple Users to work jointly with the same lead.
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 Lead Assignment Policies Territory Assignment Round Robin / Manual Assignment - THIS ARTICLE This support article … Continued
The case study will consider how a small team can ensure that leads are being assigned correctly. Ensure 'my' advertising generates leads for 'me' I want my clients to see my and choose to register with me We want leads … Continued
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
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
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