Setting Up Lead Manager Users

This guide helps you set up and manage Lead Manager users for your team. Lead Managers have full CRM access and can be granted additional administrative permissions based on their role.

Lead Manager Capabilities

Core Features

• Complete lead management
• Marketing tools and campaigns
• Property alert setup
• Email communication
• Drip campaign management
• Lead assignment and tracking
• Listing management tools

Optional Administrative Rights

Account Admins can grant Lead Managers specific permissions:

• Account lead management
• Team reporting access
• Campaign management
• Auto-responder configuration
• Account billing access
• Widget management
• User management
• Business Center control
• Listing management

Pricing Structure

Base Account

Multi-user account ($77/month) includes:

• 2 Lead Manager users
• Full CRM functionality
• Basic administrative tools

Additional Users

Cost per additional Lead Manager:

• 1-4 users: $17/month each
• 5-9 users: $14/month each
• Higher levels available
• See the price list summary, or detailed pricing in your Account

Setting Up Lead Managers

Adding a New Lead Manager

1. Go to My Account > Users
2. Click "Add New User"
3. Fill in required information:
   • Name
   • Email
   • Contact details
   • MLS ID (if applicable)
4. Select "Lead Manager" as Service Level
5. Set optional administrative permissions
6. Click Save

Configuring Permissions

1. Access user profile
2. Select "Admin Settings" tab
3. Choose from available permissions:
   • Account lead visibility
   • Report access
   • Campaign management
   • System configuration
   • User management
4. Save changes

Team Collaboration Features

Lead Assignment

• Round-robin distribution
• Manual assignment
• Team lead oversight
• Performance tracking

Note: In a Multi-User account, up to 4 Users can be assigned to work on the same lead using Roles.
Click here to learn about User Roles

Shared Resources

• Marketing templates
• Email campaigns
• Property alerts
• Drip campaigns

Team Reporting

• Lead source analysis
• Conversion tracking
• Activity monitoring

Common Scenarios

Growing Team

As your team expands:

1. Review user needs
2. Adjust permissions
3. Update lead distribution
4. Scale communication plans