How to Assign a Lead to an Agent in Housing Market CRM
Tutorial 27 of 181 · 38 s
On the Housing Market CRM Business plan, managers can hand leads to the agents in their team. This tutorial reassigns a lead from its record with the "Assign to Agent" field, confirms the change, and then shows how to switch the board between your own leads, the whole team and a single agent. We also point to bulk assignment from the Contacts list and to Lead routing, which assigns new enquiries automatically. On Free and Pro the field shows only you, because those plans have a single user.
In this tutorial you will learn
- How to reassign a lead
- How to view the whole team’s leads
- How to filter by one agent
- Where automatic lead routing lives
Follow along: the steps
- Open the lead you want to hand over.
- Pick a colleague under Assign to Agent.
- The lead moves to Suda’s board and she is notified.
- Back on Tasks…
- …switch Showing to Whole team.
- Or pick one agent to see their leads.
- To assign new enquiries automatically, use Lead routing.