Assigning Property & Agent Codes: A Step-by-Step Guide for Admins
Need to assign codes to properties and agents? Follow these simple steps to get it done quickly and efficiently!
1️⃣ Go to "Code Management" – Start by clicking on the "Code Management" section.
2️⃣ Select "Move Codes" – This is where you'll assign codes to agents or properties.
3️⃣ Set the Move Direction – Ensure that "Move Direction" is set to "To Agent."
4️⃣ Choose the Agent – Under "To Agent," select the desired agent from the dropdown menu. You can also type their name to find them faster.
5️⃣ Select the Codes – Click on "Specific Codes to Move" and check the boxes for the codes you want to assign.
6️⃣ Move the Codes – Once you’ve selected the appropriate codes, click "Move Codes" to finalize the process.
That’s it! Your codes are now assigned, making curbside lead generation smooth and efficient.
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