Curbside Lead Generation: Easy Property & Agent Code Assignment for Admins

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.