user_permissions
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user_permissions [2018/08/29 17:41] brittany [Users tab] |
user_permissions [2020/05/28 20:43] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043709833 | ||
| =======Lead Manager: User Permissions======= | =======Lead Manager: User Permissions======= | ||
| =====Dashboard===== | =====Dashboard===== | ||
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| The "Users" tab is where Site owners, **Admins and team leaders** can find, edit permissions, and log into users (agents/lenders). | The "Users" tab is where Site owners, **Admins and team leaders** can find, edit permissions, and log into users (agents/lenders). | ||
| - | **Site owners:** can log into any users except for other admins. | + | **Site owners:** can log into any users except for other admin accounts. |
| **Admins:** can log into all users, except site owner and other admin accounts. | **Admins:** can log into all users, except site owner and other admin accounts. | ||
| Line 87: | Line 88: | ||
| On the **Manual** setting, you would need to manually assign each lead that comes in to the agents or to yourself. | On the **Manual** setting, you would need to manually assign each lead that comes in to the agents or to yourself. | ||
| - | There is also **Weighted Round Robin**. The Weighted Round Robin feature allows a site owner or manager to automatically assign leads to individuals based on the weight assigned to the agents. You can learn more [[lead_manager:weighted_round_robin|here]]. | + | There is also **Weighted Round Robin**. The Weighted Round Robin feature allows a site owner or manager to automatically assign leads to individuals based on the weight assigned to the agents. You can learn more [[lead_assignment#weighted_round_robin|here]]. |
| - | If you prefer to have your leads assigned by **geographic location**, you can learn about it [[geographic_round_robin|here]]. | + | If you prefer to have your leads assigned by **geographic location**, you can learn about it [[lead_assignment#geographic_round_robin|here]]. |
| **Idle lead reassignment** only will reassign a lead one time. So if the first agent does not have any activity on the lead within the allotted time, it will move to the second agent. If the second agent does not have any activity on the lead within the allotted time, it will not matter and the lead will remain assigned to the second agent. | **Idle lead reassignment** only will reassign a lead one time. So if the first agent does not have any activity on the lead within the allotted time, it will move to the second agent. If the second agent does not have any activity on the lead within the allotted time, it will not matter and the lead will remain assigned to the second agent. | ||
user_permissions.1535564469.txt.gz ยท Last modified: 2018/08/29 17:41 by brittany
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