Give a client or listing to a realtor
A realtor sees only the clients assigned to them, and the listings their access allows.
Who it is for
Agency planAgency ownerAgency admin
Where to find it
- Agency dashboard: Clients › tick › Assign
How to do it
On Clients or the Listings table, tick the rows and press Assign.
Choose the realtor (or everyone, for listings).
On one client's page, change who looks after them in the side box.
Or ask Claude
“Assign Ahmed Khan to Mona”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.