Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

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Agent Seats (How do I create an additional login?)

So you need add some team members? You can add as many as Agent Seats as you need. Once a new Agent Seat is purchased, the system generates a new unique login, and sends the agent an email to login to their new account. 

The original account owner is known as the "Broker Seat" and under the Broker seat there are Admin Seats and Agent Seats. We'll explain how each seat functions and their permissions.

About the Broker Seat:

  • The Broker Seat is the main account holder and is given full access to the account. A Broker Seat will be able to see all leads regardless of who the leads are assigned to.
  • The Broker Seat can set and manages permissions as well as the Lead Assignment Rules for each Agent.
  • The Broker Seat is the only seat on the account that can access billing information or pay for ad ons.

Admin Seat Features:

  • Each additional Admin Seat is $39/month.
  • The Admin will also be able to see all of the leads, assign leads to agent seats, and edit permissions and assignment rules.
  • Admin seats will have full access to all account features except for billing and add ons.

Agent Seat Features:

  • Each additional Agent Seat is $39/month.
  • The Agent Accounts will only see the leads assigned to them and do not have access to all of the features.
  • Agents do not have the ability to create new or edit existing Landing Pages or Emails.   

About Lead Distribution:

Leads are distributed using either round-robin or assignment rules. You can customize these rules according to:

  • Day of the week
  • Time the lead was captured
  • Source of the lead
  • Landing page the lead was captured from
  • Lead type (buyer/seller/re-fi/rental/purchase)

How to Setup a New Admin Seat

STEP 1:  Hover over My Settings and click on Account Settings in the drop-down.

AccountSettings2.png

STEP 2:  Navigate to the Settings Tab and clicking on the tab labeled 'Manage Your Team'.

agent_seats_1.png

STEP 3:  Click on the orange button labeled '+Add an agent' located in the upper-right of the screen.

agent_seats_3.png

STEP 4:  Now set the permissions to give the agent admin privileges.

adminseat.png

 

How to Setup a New Agent Seat

STEP 1:  Hover over My Settings and click on Account Settings in the drop-down.

AccountSettings2.png

STEP 2:  Navigate to the Settings Tab and clicking on the tab labeled 'Manage Your Team'.

agent_seats_1.png

STEP 3:  Click on the orange button labeled '+Add an agent' located in the upper-right of the screen.

agent_seats_3.png

STEP 4:  Now you will want to look at the permissions that your agent has. Simply check or uncheck boxes to apply or remove permissions.

agentseat.png

 

How to Automatically Assign Incoming Leads

**Remember, both Broker and Admin Seats will automatically have access to all of the leads, but that does not mean that the lead is assigned to the Broker or Admin, only that they can view them.**

Step 1:  Click Assignment Rules located on the left-hand side of the page, below the Manage your Team section.

AssignmentRules.png

Step 2:  Click the Manage button of the Agent who will be assigned Leads.

AgentSeat.png

Step 3:  Optionally, you can set up specific rules based on the Day, Time, Source, Landing Page, or Lead Type.

AgentSeatAssignment.png

Step 4:  Otherwise, select the Round Robin box to tell the system to alternate the distribution of leads between the seats.

RoundRobin.png

You can also choose to enable round robin for partial leads and address captures.

partialrr.png

 

How to Manually Assign Incoming Leads

Step 1:  Navigate to the full Leads view.

ViewLeads.png

Step 2:  Find the column titled 'Assign To' and click the drop-down arrow to select an agent.

AssignedToView.png

 

 

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