We are excited to announce an update to our lead assignment rules in our software that will streamline the process of assigning leads to listing agents who are CRM (sub)users. Going forward, if a lead registers through a listing that belongs to an agent who is a CRM (sub)user, the lead will automatically be assigned to that listing agent. This will be done based on the Agent ID within the CRM User Preferences, so it’s important to ensure that the Agent ID is correct.
Here’s what you need to know about this update:
Automatic Lead Assignment: When a lead registers through a listing that belongs to an agent who is a CRM (sub)user, our system will automatically assign the lead to that listing agent. This will eliminate the need for manual lead assignment, saving time and ensuring leads are promptly assigned to the appropriate agent.
Overwriting Lead Sharing Policy: If a lead is automatically assigned to a listing agent who is a CRM (sub)user, any previously set Lead Sharing Policy will be overwritten. This means that the lead will not be shared with other agents or teams, and the assigned listing agent will have sole ownership of the lead.
Next Lead Assignment: After the lead has been assigned to the listing agent based on the Agent ID within the CRM User Preferences, the Lead Sharing Policy will continue to be applied to the next lead, unless that lead also registers on a listing belonging to an agent who is a CRM (sub)user. In such cases, the automatic lead assignment based on Agent ID will take precedence.
Ensuring Correct Agent ID: To ensure that the automatic lead assignment based on Agent ID functions correctly, it’s important to verify that the Agent ID within the CRM User Preferences is accurate. This will ensure that leads are assigned to the intended listing agent.
We believe that this update will simplify lead assignment for CRM (sub)users and help streamline your lead management process.
See how it works: