Multiple agents receiving the one lead
Hi guys,
Just a quick one.....is there the ability for two agents (we work as a team) to receive leads via Rex? When someone enquires on a property via online portals (realestate.com.au, domain etc) I receive an email via outlook but I don't receive it in Rex - my colleague is the only one who receives the leads for our joint listings in Rex. Therefore would love to receive leads on joint listings. Look forward to hearing from you.
Cheers,
Nick.
A lead can only be assigned to one user at a time — however you are able to view your Team Leads from the leads menu. This will show any leads that are assigned to users within your Permission Group.
Permission Groups can be set up under Settings > Users and Security > Permissions Groups.
If you have both agents in the same permission group then they will both be able to see each others leads under the Team Leads inbox.
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Bianca Sardelic commented
WE NEED THIS ASAP