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Can I send the leads to another agent?
Can I send the leads to another agent?

Here are our recommendations...

Updated over 3 years ago

If you’re an agent working with a team, you may want to share your leads with other agents you work with. Here are our recommendations for allowing them to work the leads with you:

  • Provide Admin Access - In your Settings, you can add Account Admins. Enter the email of your agent or assistant and click Send Invite to provide a one-time access link to your account. They will be able to see the leads in your CRM tab.

  • Download your leads - In your CRM tab, click Export All Leads to download your leads into a CSV file. This file can be emailed to another agent.

  • Update the contact information - Since the new lead alerts are sent to the phone number and email provided in the Profile tab, many agents use a shared team email address.

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