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?

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Charlotte NC Real Estate | Lake Norman Real Estate |
Charlotte Homes for Sale

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.

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Good idea - we have leads passed to buyer agents that we need to be able to check the status and follow up on.

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Cal
Orange Beach Condos | Gulf Shores Condos | Keller Williams Gulf States

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