Deleting Agents
Before you're able to permanently delete an Agent user from the system, their account will have to empty of ALL leads. This includes leads in their Active, as well as Inactive (Closed, Pending, Archive & Trash), categories.
When deleting an Agent account by clicking the red X in the Delete column of the Agent list, you will be prompted to transfer the Agent's leads before the user can be deleted from the system.
Please Note: Depending on your access level you may need to reach out to Support to transfer the user's leads. When doing so please include the following information:
The name of the Agent you'd like to have all the leads transferred away from.
The name of the Agent(s) you'd like all the leads transferred to.
Whether you'd like the leads all transferred into one category upon receipt, or have them left in their current categories.
Whether you'd like our Support Team to remove the Agent account after the bulk transfer is completed.
In the modal that displays, select the Transfer Leads button to continue.
On the next modal, you'll select the recipient(s) and category of the transferred leads.
Then select Preview Transfer to continue.
The preview modal will display the details of the transfer, and will indicate that clicking Confirm Transfer will transfer the leads AND delete the user selected!
You can check the status of this transfer and account deletion by clicking the View Bulk Transfers link in the Actions drop-down found in the upper right of your Users - Agents page.
Deleting Agents Without Leads
If you have an Agent that does not have any leads assigned to it, you can remove them directly from within the Users - Agents page.
To do so, navigate back to the Users - Agents page in your Admin tab, and locate the Agent you'd like to remove.
In the column to the far right of the Agent's name, select the X button, confirm, and this should complete the removal!
Deleting Lenders
Before you're able to permanently delete a Lender user from the system, their account will have to empty of ALL leads. This includes leads in their Active as well as Inactive (Closed, Pending, Archive & Trash) categories.
To move forward with transferring the leads, you'll need to navigate to the Users - Agents list within the Admin tab of your left-hand menu bar.
Please Note: Depending on your access level you may need to reach out to Support to transfer the user's leads. When doing so please include the following information:
The name of the Lender you'd like to have all the leads transferred away from.
The name of the Lender(s) you'd like all the leads transferred to.
Whether you'd like the leads all transferred into one category upon receipt, or have them left in their current categories.
Whether you'd like our Support Team to remove the Lender after the bulk transfer is completed.
Even though you're transferring a Lender's leads, this will still need to be done through the Agents list!
Within the Users - Agents page, navigate to the right-hand corner, and in the Actions drop-down menu, select the Transfer Leads option.
On the pop-up modal that displays, be sure to select the option for Lender, and select the name of the Lender the leads should be transferred away from.
Next, select the options for all leads from all categories and lead types, and select the Lender(s) you'd like to receive the leads.
Selecting multiple Lenders will distribute the leads evenly among the selected users.
Then, select the category that you'd like the leads to be transferred to the receiving Lender in -- whether it's all one new category, or just leaving them as they're currently assigned through the Leave as is selection.
Once you've made that choice, select Preview Transfer.
You'll be asked to confirm the details of the transfer, so double-check the specifics, and confirm!
Next, navigate back to the Users - Lenders page in your Admin tab, and locate the Lender you'd like to remove.
In the column to the far right of the Lender's name, select the delete button, confirm, and this should complete the removal!
Removing Lenders Without Leads
If you have a Lender that does not have any leads assigned to it, you can remove them directly from within the Users - Lenders page.
To do so, navigate back to the Users - Lenders page in your Admin tab, and locate the Lender you'd like to remove.
In the column to the far right of the Lender's name, select the delete button, confirm, and this should complete the removal!