This video walks you through how to assign and reassign leads to agents in the Luxury Presence platform. You'll learn how to locate leads in the Contacts section, assign them individually or in bulk, and view assignment details from within a lead's profile. The video also covers an important note about how agents are notified of new assignments.
What's Covered
- Navigating to Contacts — How to access your leads, clients, and contacts from the left-hand menu in the Presence platform.
- Assigning a single lead — How to locate a specific lead by scrolling or searching, then use the Assign To field to assign them to an agent or user on your account.
- Assigning multiple leads at once — How to select leads using the checkboxes and use the bulk Assign option in the bottom menu to assign them to an agent in one action.
- Viewing and updating assignments from a lead profile — How to click into an individual lead's profile to view current assignment information and reassign from within that page.
- How reassignment notifications work — A key callout that reassigning a lead does not trigger a notification email to the agent, and why agents should log in regularly to check for new assignments.