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      How do I route my Making It Rain leads to other agents on my team?

      TEAM & LEAD ROUTING OPTIONS

      When it comes to routing leads to other agents you have two options.

      1. Get the BoldTrails Team Add-On

      2. Share/Transfer leads with other agents.

      The team add-on allows you to control a team within one BoldTrails account and automatically have leads routed to agents on the team.

      Sharing or Transferring leads is a manual process but it’s the free option. You can share a particular lead with another agent so the other agent can view the lead in their own BoldTrails platform.

      Here is more information about both options.

      1. TEAM PLATFORM (add-on)

      ***Article About Team Add-on:  https://help.insiderealestate.com/en/articles/3317394-marketplace-boldtrail-team-overview

      Configuring Lead Routing

      https://help.insiderealestate.com/en/articles/3317750-BoldTrails-how-to-configure-lead-routing

      Add the Team Platform in your BoldTrails Marketplace

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      1. SHARE OR TRANSFER LEADS

      Article : https://help.insiderealestate.com/en/articles/4377851-boldtrail-how-to-share-or-transfer-a-contact

      Quick Info

      Select the gray box next to the lead(s) you want to share > click More Actions (towards the middle of the page) > click either

      1.Transfer Contact(s) - this will give the contact to another agent and will delete contact from your CRM, you will no longer have access to that lead or

      1. click Share Contact (s) - this has 2 options, Option 1- View Only - that agent can just look at leads, can't edit or change anything Option 2- View/Edit- that agent will be able to edit/change the contact info. Whatever that agent updates in the lead's info, it will also update that info on your end as well

      1A - MIR New Black