Agent Management

Adding an Agent
Has a new agent joined your team? Adding a new agent on Great Agent is easier than ever. From the agents tab in your CRM, just click on the Add New...
Mon, Apr 30, 2018 at 1:33 PM
Turning On/Off Leads
Managing which agents can receive leads through Great Agent is done from the Agent page within the Great Agent CRM. Toggling On/Off Leads Each agent...
Mon, Apr 30, 2018 at 2:09 PM
Advanced Lead Routing
Advanced Lead Routing (ALR) gives you the opportunity to manage the lead flow within your team to assign leads to specific agents based on various rules. Th...
Mon, Apr 30, 2018 at 1:58 PM