Teamwork is critical for realty firms or groups of brokers and salespersons. As a team leader, a vital management skill to achieve great teamwork is proper delegation of tasks. Delegating saves time for other opportunities and helps you to inspire your members to perform better. Assigning leads to your team is one of the tasks you can trust to your members, and there is a convenient way to do this on OnePropertee.

How can I assign leads to other users of OnePropertee?

1. Go to the Leads CRM page.

2. Select a lead to assign.

3. Select the More Options button, then choose Assign this Lead.

   

4. Search and select the name of the seller to whom you want to assign the lead.

The seller will be notified once they are assigned a lead.

Seller can access the lead you assigned to them on the Leads CRM via the ‘Assigned Leads’ source filter.

Sellers will also be able to access the following details of the lead assigned to them:

• Contact Details

• Property attributes that they are interested in

Try it for yourself, and let us know what you think!