I think a simple checkbox, this agent is active or not. if they are active means they are visible throughout the CRM. If they are not active, then they are not shown anywhere. But this does maintain the history of what this agent has done with the leads.
This is how I currently handle various aspects in the Property Management solution I wrote, for this company. That way, I see all history with tenant’s, notes, invoices etc.
Thanks for the great idea, we’ll add it to the list of suggestions for future consideration.
I have brought this up for about a year now and could really you some attention to the subject. We have many leads that come in for certain people on our main site so it is better to have shark tank “auto” turned off. We just take the leads from the inbox, and use the “Toss into shark tank option” The problem is the agents then DO NOT get notifications there are leads in the tank. This really is a concern. How about leads the broker has from being inputted etc. that they want to toss into the tank for someone to work as well? All that needs to be done is an update to send out an alert if a lead in tossed into the tank manually vs with the shark tank turned on to dump all leads into it. PLEEEEASE. I have been asking for over a year.
@Aayaam just a heads up, this is referring to the REW Leads App specifically.
Thanks, my bad. I had it in the subject line for the post then realized there was a suggestion topic as well.
I have captured the recommendation to discuss with the team internally for R&D purposes. Thanks for the suggestion @a98cr125!