Hi I am going on vacation and want my buyer's agent to receive all the leads while I am away. How do I do that? Do I just change my email address to hers in the manage agents section for that time period?
Thanks.
Hi I am going on vacation and want my buyer's agent to receive all the leads while I am away. How do I do that? Do I just change my email address to hers in the manage agents section for that time period?
Thanks.
Gloria Singer, Broker
Boca Expert Realty LLC
Boca Raton, FL Real Estate
Boca Raton Real Estate Listings
Boca Raton Real Estate Blog
OR is there a way to make her an admin for that time period?
Gloria Singer, Broker
Boca Expert Realty LLC
Boca Raton, FL Real Estate
Boca Raton Real Estate Listings
Boca Raton Real Estate Blog
I believe this will be your best option.Do I just change my email address to hers in the manage agents section for that time period?
Yes. You can change the email for the Super Admin account and then all the leads will get emailed to that person. If you want your agent to be able to work with the leads in the backend you should also give him/her your logins or change their agent account to be an admin.
Steven Barre
Systems Administrator / Programmer
Real Estate Webmasters
Red Hat Certified Engineer | Zend Certified Engineer | Microsoft Certified Professional
"To err is human... to really foul up requires the root password."
Steven,
What happens when I change their agent account to be an admin? Then we are both admins? How do I get the leads assigned to her while I am away? I just want her to receive the new leads, not necessarily be able to be in my leads.
Thanks.
Gloria
Gloria Singer, Broker
Boca Expert Realty LLC
Boca Raton, FL Real Estate
Boca Raton Real Estate Listings
Boca Raton Real Estate Blog
You are going to need a work order to change it to just assign the new leads straight to her.
Steven Barre
Systems Administrator / Programmer
Real Estate Webmasters
Red Hat Certified Engineer | Zend Certified Engineer | Microsoft Certified Professional
"To err is human... to really foul up requires the root password."
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