How to Add Additional Emails to Receive Leads

The purpose of this article is to guide users on how to add additional emails for your accepted leads.

What is the purpose?

The purpose of this article is to guide users on how to add additional emails for your accepted leads. This will allow other team members / co-agents to receive the lead information without needing to be forwarded directly by the user.

Adding Emails 

  1. Go to the  “Settings” tab in the top right hand corner of the page.
  2. Under the “Application” section. Locate and click into the “Lead Management'' tab. 
  3. Under this section there is a single field provided to add an email address. Click “Add Email” if you are needing to add more than one email address. 
  4. Click “Save Changes” to save changes.

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