Chapter 29 - Working with Prospects

Assign a prospect to an Agent

Two methods:

1. Initial assignment; during inbound call entry once the property is retrieved:

• Once the property option is selected/retrieved for the inbound call, the system will display the listing agent for the property selected (agent None if No Specific Property):
• Click Retrieve button to accept the agent displayed or
• Click Backspace key to erase the agent displayed and bring up the list of agents and select desired agent or
• Click Next in Rotation button to select next agent in rotation (Must assign agents to rotation list via the agent setup record)

2. Subsequent assignment; directly from the prospect record

• Click binoculars to right of Agent field
• Three options:
• Assign to New Agent:  Click and select agent desired (preserves previous agent in history)
• Undo Last Assignment:  Can undo agent previously assigned (remove from history)
• Cancel:  Close without any change