Prior to the steps below, you will want to ensure your agent is available to receive leads by checking the below items:
- Ensure the agent is marked available
- Max leads set to no limit
- Agent schedule set (if applicable)
Step 1: Navigate to the allocation team you wish to make edits to
- Hover over "Agents" and select "Teams"
Step 2: Select the lead allocation team you wish to edit
- On the Lead allocation team screen you will see several different types of team listed in most cases you will be editing the "Third Party ADF" team.
- You can click "Summary" to see what is currently setup
- You will click "Agents" to edit the team
Step 3: You will add or remove agents from the desired allocation team
- Select the location you wish to make changes for
- You can make changes to the general team or if needed filter down to specific lead sources or new vs used using the filters.
- You can add or remove agents by double-clicking their names to move them in and out of the team
- Clicking "Update Team" will save your changes with an audit trail below.
