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What are the best practices you are using when re-assigning leads when an agent gets out of the business?
Do you send them to a dummy account and then dole out from there? Send to a Main account for the brokerage? Send to Broker/Team leader?
Great question! I’d love to know best practice recommendation!
I agree, great question! I know that when deleting an agent from the REW CRM it allows re-assigning the leads (also updating lead status), however am also curious around how most folks handle this when an agent leaves.