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REW Lead Manager 'How Do I' questions for the lead manager included in the V 2.0 REW platform.

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Old 12-17-2007, 07:53 AM
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Default Managing Agents

Morgan told me when i first started talking to him about a website, That my agents could log in and look at their leads and we could assign them to our agent and things like that. Holly sent me a manual on how to use the system but i am still lost on how to get this done. How can i manage my team though this lead system.
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Old 12-17-2007, 05:12 PM
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Default Re: Managing Agents

You can't "manage your team" through the system - as the administrator you can "assign" leads to them and give them user names and passwords for them to login and use the lead manager on their assigned leads.

Do you have a "manage agents" or "add new agent" link on the right hand side?
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Old 12-17-2007, 05:31 PM
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Default Re: Managing Agents

i didnt see it, let me look
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Old 12-17-2007, 05:32 PM
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Default Re: Managing Agents

Lead Management

Manage Leads
- Today's Leads
- Pending Leads
- Accepted Leads
- Rejected Leads
- Closed Leads

Search Leads

Add New Lead

Manage Groups

Add New Group

Manage Campaigns

Add New Campaign

That is all i see, No Add agent
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Old 12-17-2007, 05:34 PM
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Default Re: Managing Agents

Well that would explain it then - you have the agent not the broker version lol - I will fix.
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Old 12-17-2007, 05:37 PM
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Default Re: Managing Agents

ok thank you.
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Old 12-17-2007, 05:49 PM
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Default Re: Managing Agents

Same issue here.
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Old 12-17-2007, 08:06 PM
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Default Re: Managing Agents

I think it's the same for me. Are there other benefits to the BROKER version?
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Old 12-18-2007, 10:29 AM
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Default Re: Managing Agents

Any updates on the progress
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Old 12-18-2007, 03:44 PM
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Question Re: Managing Agents

Quote:
Holly sent me a manual on how to use the system
Could I get my hands on one of those manuals?

I didn't notice a follow up section for future call dates. Is there a section for that, if not will REW be adding one?

Thanks
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