In RealtyBackOffice, the Admin can receive an email notification whenever an agent refuses a Lead assigned to them by the office.
In this class, we will show you how you can do this.
Whenever an Admin creates a Lead and assigns it to an Agent, they will receive an email with the lead information and a link to it inside the system. Once there, the Agent will have the option to accept or decline the Lead. If the Agent refuses it, the Admin will receive an email notification, and they can reassign the Lead to another Agent.
To see how to create a Lead, please watch the following video
To set up this email notification, the Admin needs to go to Menu > Settings > Admin App Settings > Company/Office Settings > Notification Settings. Once there, the Admin needs to go to Lead Refused and add the email address of one or multiple Admins. Once you add the email address, remember to click Update to save the information.
If you have any questions, please email us at firstname.lastname@example.org or call us at (305) 517-3836.