Front Office:
Broker CRM - Contacts, User Roles, Lead Ownership
Learn how to easily manage contacts, update user roles, and assign lead ownership for seamless collaboration.
- Review the Contact Summary page
- Add single contact import contacts
- Manage agent/employee user's roles
- Deactivate/reactivate agent/employee's roles
- Lead assignment and ownership
- Review the Contact Summary page
- Add single contact import contacts
- Manage agent/employee user's roles
- Deactivate/reactivate agent/employee's roles
- Lead assignment and ownership
Presenters
Bernadette Tolen
Presenter