Cover leave, hand over clients or let colleagues collaborate, without exposing leads they don鈥檛 need.
Who this is for: Brokers, Enterprise admins
Give a broker access to another broker's leads (admins)
Go to Users and Roles in the left-hand menu.
Click the broker's name to open their settings.
In the permissions section, switch on access to other brokers' leads and choose which broker(s) they can see.
Click Save. If the leads don't appear, ask the broker to log out and back in.
Add someone to a single lead
To share just one deal, add the person as an assigned member or co-assigned member on the lead. They'll see that lead on their Kanban board, even if it belongs to a broker they don't normally work with, but no other leads.
Reassign one lead
Open the lead and change the assigned broker in the lead details.
Reassign many leads at once
Use the Lead Import Tool: upload a CSV with each Lead ID and the new Assigned Broker. See Import leads with the Lead Import Tool.
Reassign tasks too
In the Task Dashboard, admins can click Reassign All to move every task from one person to another.
Need a hand?
Email [email protected] and our team will get back to you.