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Receive leads and assign agents

Register portal, phone and walk-in inquiries under Leads, then assign unassigned leads to agents in bulk. Assigned agents are notified.

최종 업데이트 2026-10-08약 1분

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이 글의 내용
  1. What leads are
  2. Register a lead
  3. Assign agents
  4. Tabs

What leads are

Leads are deals at the inquiry stage, listed under Leads in the left menu. Once you assign an agent and convert a lead, it moves to the viewing stage and into the deal list.

참고

Available to companies that see Leads in their menu.

Register a lead

  1. Open Leads and click Register a lead.
  2. Enter the transaction type, customer, property and so on (same fields as a new deal).
  3. If no agent is decided yet, tick Register as unassigned. Otherwise you become the agent.
  4. Save. The lead appears in the list at the inquiry stage.

Assign agents

  1. Open the Unassigned tab.
  2. Tick the leads to assign (the header checkbox selects the whole page).
  3. In the bar that appears, pick someone in Choose an agent and click Assign.
  4. The agent is notified, with a link to the deal (one lead) or to their own leads (several).

Tabs

  • Unassigned: leads with no agent.
  • All: every active lead.
  • Mine: leads assigned to you.
  • Not qualified: leads closed at the inquiry stage.
팁

Only people who can see other people's deals (company, shop or team) and can edit deals can assign. The Unassigned tab and Register as unassigned appear only to people who can see all company deals. People who see only their own deals get just the Active and Not qualified tabs.

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