Not sure if you're taking questions yet? After looking for awhile I can't seem to find out how to view just "one" agents leads?
Not sure if you're taking questions yet? After looking for awhile I can't seem to find out how to view just "one" agents leads?
You are logged in as a super admin yes? Honestly, we had not anticipated super admins wanting to work with agents leads once they were passed off to the agent - You could always (In the interum) login as the agent - but the way the system currently works once an admin passes a lead TO an agent, it is no longer in the super admins profile, it is now in the agents profile. This prevents admins and agents from conflicting in terms of lead follow up etc.
I can easily add a tab in the agent summary screen if it makes sense for a later patch that says "Agent's leads" and it would just be a summary report of that agents leads (Actually a good idea)
I will put that on my list.
Starting LEC 7 soon but it won't be called LEC 7 - LEC 2012 coming soon!
Good idea - we have leads passed to buyer agents that we need to be able to check the status and follow up on.
Cal
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