Assign Roles for Sub users for Specific Tasks and Leads

Assign Roles for Sub users for Specific Tasks and Leads
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How to Assign Roles for Sub users So That They Have Specific Tasks and Leads

1. To add a new team member, click on the right sidebar menu.

  • a. Select Manage Users
    bClick Add New. A new window will open.
  • i. Go to the Contact Info tab and fill out the necessary information.
  • ii. Go to the Roles & Markets. Select Roles. Tick in the roles to assign to the user/ member. One or two roles can be selected. Update Assignment and choose Market.

    Note: The new member can be assigned as Acquisition Manager, and Disposition Manager in General Market and Bat Cave Market, respectively.
assign roles to sub-users, REsimpli
  • iiiGo to the Campaigns tab, switch toggle on to Bat Cave. By default, the member is assigned to the General Market.
assign roles to sub-users, REsimpli
  • iv. Go to the Access Permissions tab, switch toggles on to Access To Lead, select Lead Permission to Full Access, and Assigned Leads Only.
  • v. Click the Save button. Refresh the page to see the changes.
assign roles to sub-users, REsimpli

2. To view the assigned roles, go to the right sidebar menu. Click Manage Numbers.

  •   a. Go to the For Leads tab.
      b. Click Edit icon on Bat Cave market. The newly assigned roles will be displayed.
assign roles to sub-users, REsimpli

3. To view the assigned role in the Leads section, go to the left sidebar menu.

  • a. Click Leads → Active Leads. Open a Lead with the same Campaign name (for example Probate List)
assign roles to sub-users, REsimpli
  • b. Click the Team tab in the same window to view the list of team members assigned to Campaign (Probate List) / Market (Bat Cave).
    Note: The task can be assigned to two different Disposition Managers (tick marked name is the default assignee).
assign roles to sub-users, REsimpli

4. To assign the task, go to the Tasks & Appts. tab on the same window.

  • a. Click Add Task. A new window will open.
assign roles to sub-users, REsimpli
  • b. Fill out the necessary information. Any members of the team can be assigned to the role, for example, assign members Disposition Manager | Tony Stark.
    c. Click the Create Task button.
assign roles to sub-users, REsimpli
  • d. The list of tasks will be displayed on the Tasks & Appts. tab.
assign roles to sub-users, REsimpli
  • e. To change the assignee, click the Team tab, switch from the existing member to the new member.

5. To change the assignee, click the Team tab, switch from the existing member to the new member.

  • a. On the Disposition Manager, click the Assigned To tab. Select other team members (for example, from Tony Spark to Derek Zoolander). A new window for Reassign or Delete will open.

    b. Click Reassign All Task To (for example Derek Zoolander).

    c. Click the Submit button. The newly assigned member will become the default assignee. 
assign roles to sub-users, REsimpli

6. To view the updated assignee, click on the Task & Appts. Tab, the list of the task will be displayed with the updated one. The system will automatically assign the tasks to the new member of the specific lead.

assign roles to sub-users, REsimpli

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