In this article, you will learn:
What is the purpose of the “Assignee” function?
This function allows you to assign a deal to an agent, or add an agent if multiple agents are working on a deal. This helps to increase the visibility of the deal across the organization
Here’s how you can add or assign an agent to a deal.
From your dealboard, you can select the deal card for which you want to add an agent.
Click on the deal card to open it.
Click on + sign to get a pop up screen with the list of all the agents at your agency to make it easy for you to add.
2. Dealboard → Click on +Add Another Card
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You will get a success notification saying: Agent Assigned successfully.
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How does notification work when an assignee is added to a deal?
When you assign an agent to a deal, An email alert goes to the assignee to let them know.
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The Assignee can start working on this deal right away.
Enhancement: January 2021
Assigning Primary Agent
- Navigate to Pipelines
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- Click on the deal card that you want to assign
- For the left panel click on the add button beside the assignee section.
- A window will open with the name of agents, select the agents of your choice
- Beside each agent’s name, there will be a star mark. Click the start mark to select him as the primary agent.
- Once done a successful notification popup will generate in the top right saying, “Agent marked primary successfully.”
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Enhancement: August 2021
Select multiple cards and assign agent
Now you can assign agent to multiple deal cards at once.
To view the enhancement:
Navigate to Pipelines
Select the deal cards for which you want to assign agent.
Click on assign agent
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Select the agents to whom you want to assign the deal cards.
Click on submit.
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You will get a success message saying: Selected agents assigned to card.
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