Introducing Our Newest Feature: Agent AutoAssign
When you work with a team of Agents the Agent AutoAssign
feature will allow you to manage the distribution of new referrals effortlessly! ReloSpec can now keep track of which Agent is up for a new referral, one less thing you have to manage!!!
To use this feature SIMPLY:
1) Go to the Agents Table
2) Select the Agent
3) Click the pencil and select TRUE for the ‘Auto Assign’ field
Do this for each Agent you would like to see in this rotation.
Moving forward, when you go to assign an Agent for a new referral and click the ‘Lookup from Agents table’ link in the Assigned Agent section, you will see a button labeled “Show AutoAssign Agents Only“. When you select this button, only those agents with AutoAssign=TRUE will be displayed. You will then see a box open that displays the Last Agent and the Next Agent up for a referral.
The Next Agent has a SHOW button next to it. You will click this button, the page will then filter to that agent, and you will then click the big button at the top of the page to insert that agent into the Referral record.
Our newest feature is available to all ReloSpec users.
The Training Video for the Agent AutoAssign feature can be viewed here:
Please feel free to contact any of our Team Members if you have questions.