Using Boldleads

Get to know the basics, and a few helpful tips & 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

1. Settings tab

Start by navigating to the Settings Tab and clicking on the tab labeled 'Manage Your Team'.

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2. Add Additional Agent Seats

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

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3.
 Manage Permissions

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

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4. Determine How Leads are Assigned to Your Agents

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.

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

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

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

Step 5: Click Save Changes

agent_assignment_detail.png

 

How to Manually Assign Incoming Leads

Step 1: Navigate to the full Leads view.

Step 2: Find the column titled Assign To.

Step 3: Click the drop-down arrow and select an agent.

 

 

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