👋 Hello! So Holmes just qualified a new lead for you and now you want to assign it to another agent in your team or brokerage. Here's how to do so:
👉 First, login to your Holmes Dashboard here
👉 Then, click on the lead you want to assign.
👉 Now, from that lead's conversation, select the "People" Icon in the top right nav bar and you will see a dropdown. From that dropdown, simply click on the agent's name you want to assign the lead to.
🎊 Hoorah! You've assigned that lead to another agent!
Here's how to monitor that lead
👉 First, click the drop down icon next to "All Conversations". Then, click the "Agent Filter" button
👉 A pop-up will appear with your agents or teams. Select which agent or team's leads you want to view, then click "Apply Filter"
❗ NOTE: This Filter allows you to see ALL of your agent and team's leads, not just the one's you've assigned them. ❗
How to Confirm and Follow-Up
The agent or team you just assigned the lead to will now get a push notification via our app, and email, notifying them a lead was assigned to them.
❗ NOTE: The assigned agent will also now see that lead within their own personal Holmes Dashboard, which is where they will follow up themselves ❗
Nice work! Your new Holmes lead is now assigned to a colleague to follow up with and close 💰
If any of these steps didn't work our for you, please shoot us a message via the floating message bubble in the bottom right hand corner, or send me an email at andrew@structurely.com
Happy closings!
🚀 The Structurely Team