TEAM LEADER / ADMIN

Recording of our BHHS Connect Team Excitement Call for Team Admins & Team Leaders!

Team Admin Quick Start

About this webinar

Who is this course designed for? Team Admins After this webinar, Team admins will be able to define and design how they will distribute Team owned leads using Bold Trail.

What you'll learn

By attending this webinar, Team Admins will learn how to:

• Create Team lead routing rules

• Construct a Team pond to send/add leads for their Team eLeads programs

• Distinguish the roles of scopes and entities in the platform

• Create agent accountability rules for their agents to be able to monitor and measure agent success

• Understand what lead ownership is and how it applies to their team account

Routing Leads to Team Ponds

About this video

Join our exclusive webinar just for Brokers and Admins who are looking to develop lead routing rules and learn about the "Pond" feature in Bold Trail.

What you'll learn

After this webinar, company, office and team admins will be able to define and deisgn how they will distribute leads using Bold Trail such that they will be able to:

• Create lead routing rules

• Construct a pond to send/add leads for their eLeads programs

• Distinguish the roles of scopes and entities in Bold Trail

• Create agent accountability rules for agents to monitor and measure agent success