How do I assign a lead to someone I know?

If you need to assign a lead to someone else, complete the following:

1. Click the drop down in the upper left hand corner.
2. Click on Leads under CRM.
3. Click on the name of the lead.
4. Click Reassign Lead.
5. Enter their email, name, and phone number.
6. Enter your referral fee.
7. Click submit.

The history on the right hand side will keep an accurate log of who has been assigned to this lead. We built this into RealtyPass to help paint a better picture of who has interacted with the lead and when they did so.

Updated on: 11/04/2019