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. The original user who signed up cwill be given full administrative access.

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 Landing Pages or Emails.   

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 sets and manages permissions as well as the Lead Assignment Rules for each Agent.

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 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 set the permissions for what your agent should or should not have access to do.

agent_seats_4.png

This completed the Agent Seat setup but next, you will want to establish assignment rules.

How to Automatically Assign Incoming Leads

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

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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