Adding a New Agent to the CRM

  • Navigate to "Agents" and select "Add An Agent".

  • Complete the agent's profile:

    1. DMS User ID:* (Ensures accurate sales tracking with your DMS.)
    2. Job Title
    3. Location:* (Select the agent's workplace.)
    4. First Name and Last Name**
    5. Max Leads:* (Set to "no limit" for lead allocation.)
    6. Personal Email Address:* (The agent's dealer-hosted email for notifications.)
    7. Telephone Number:* (Usually the agent's desk phone number.)
    8. Cell Phone Number

  • Set the agent's work schedule (if applicable) to ensure they only receive leads on their scheduled workdays.

  • Save the agent's profile.

  • Click "Edit Login" to create a username and password. (This option appears after saving the profile.)



Key points:

  • The DMS User ID is crucial for accurate sales data integration.
  • "Max Leads" set to "no limit" includes the agent in lead allocation.
  • The agent's dealer-hosted email is essential for receiving notifications.
  • Setting the work schedule optimizes lead distribution.