Asignar contacto a un agente

Managing a large client base requires a well-oiled system. Assigning contacts to specific agents ensures clear communication, accountability, and a smoother experience for everyone. Here’s how to leverage this feature in your CRM:

Finding Your Contacts:

1. Navigate to the “CONTACTS” tab. This is your central hub for all client information.
2. Search or Filter: Easily find the specific contact you need by searching their name, or use filters to refine your search based on stages, sources, buyer/landlord status, and other criteria.

Assigning the Right Agent:

1. Open the Contact: Click on the specific client’s profile you want to assign.
2. Edit and Find Assignment: Locate the “EDIT” button and access the “ASSIGN AGENT” button.
3. Choose Your Team: A list of all your agents will appear. Select the most suitable agent based on expertise, workload, or existing relationships with the client. You can even assign multiple agents for collaborative efforts.
4. Save and Notify: Finalize the process by saving the contact information. The assigned agent(s) will automatically receive a notification about their new client.

Benefits of Assigning Contacts:

• Enhanced Teamwork: Agents focus on their assigned clients, fostering better communication and personalized service.
• Boosted Efficiency: Clear ownership avoids confusion and ensures tasks are completed promptly.
• Streamlined Workflows: Agents have easy access to relevant client information and can track progress on their assigned tasks.