User Service Levels and Permissions
The services and features a User has access to, is defined by their Service level. There are 4 different Service...
Team / Office Accounts
Settings for multi-User accounts.
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How to use Agent Territory Assignment
This support article will explain how the Territory Assignment method can be created to automate the distribution of leads. When... -
Lead Assignment Policies
This support article will explain the General Lead Assignment Policies that determine how leads are assigned. When a new lead... -
Forcing Lead Assignment to a User
There are two methods to help with forcing lead assignment to a specific user in your team: Website Assignment, or... -
How to Assign Leads using Round Robin
When a new lead registers in a Multi-User Buying Buddy account, there are three consecutive levels of options that can... -
Import Agents to your Account
If you have a large team, then we can import and setup Agents for you. All you have to do... -
User Roles
The concept of Roles allows multiple Users to work jointly with the same lead. -
Multi-site Support
A single Buying Buddy Account (single-user or multi-user) can contain and support multiple websites. For multi-user accounts, websites may also... -
Linked Users
“Linked User” is a concept that typically only applies to Multi User (office or team) Accounts. A linked User is... -
Adding Users
If you have a multi-user Team or Office account then you may add additional Users as needed. License fees for... -
Common Team Phone Number
The common team phone number feature allows you to display a single phone number to unregistered leads, rather than all... -
Roster Agent Services and Features
Roster Agent is a permission level for agents in your Buying Buddy account. Adding agents as Roster Agents is a... -
Deleting Users
If you have a multi-user Team or Office account with multiple Users then you can delete Users at any time....