Manage Your Agents With Our Team Section
Learn how to add team members, assign leads and take full advantage of the team section.
Sarah
Last Update il y a 4 ans
A powerful feature of the Rainmaker platform is its ability to manage a team of agents. Utilizing an agency account you can add team members and disperse leads to them by type or in a round robin format. Once a team member is added they will receive an email to initialize their account. This will allow them to create their own login giving them access to their very own account. Team member accounts include everything necessary to follow up and nurture leads!
Check out our video overview, or written walkthrough below.
Adding Team Members
To add team members onto your account, first go to the teams section. From here you will see some input fields at the top with an "ADD" button to the far right. Simply upload a profile picture, and fill in the remaining input fields, make sure that you click "Type of Leads" and assign which lead type you want that team member to receive, then hit add. All the information you just entered can be edited at any time by hitting the edit button to the right of the team member. You can also delete team members by hitting the X next to the edit button, keep in mind the original account holder cannot be deleted.
Customize How Team Members Receive Leads
The Rainmaker platform can disperse leads by type, or in a round robin pattern. If round robin is off team members will receive all leads of any lead type assigned to them. In contrast, if round robin is on team members will receive leads one at a time in a rotation. You can turn on or off round robin at the top right of the teams section.