Enable an auto-rotation for unassigned leads to your agents. With Shark Tank activated, your agents can claim leads on a first come, first serve basis.
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Found 3 videos about "assignment"
Learn how to enable and opt-in your Agents to the Lead Auto-Assignment, Lead Auto-Rotation and Lender Auto-Assignment settings in the REW CRM.
Discover the process of mass unassigning leads from groups, handling deals, and managing budget and commission data in the REW CRM.