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This guide has been reviewed against our global client base and classed as relevant to all regions

A configuration option is available which allows internet registrations (or portal leads) to be assigned to selected AgencyCloud users - either individually or in bulk

Once assigned, a user can filter their internet registrations grid to just view the leads that have been assigned to them, as well as viewing all leads

This update, available from AgencyCloud 12.163+, allows the assigning of leads to be carried out more efficiently, as well as giving users a better view of which leads to work on and reducing the possibility of doubling up on contact with leads

To enable this configuration option, click here to contact Reapit Support

When a portal lead enquiry is sent from a website, such as Rightmove, it is held in the Internet Registrations screen in AgencyCloud - this screen allows you to view enquiry details then either add them as an applicant/property, mark them as a duplicate or reject them

Click here for more information on internet registrations functionality

1. Access internet registrations

From Organiser:

  • Right-click over Internet Registrations (often shown in Overview panel)

  • Select Full results
    The Internet Registrations screen will be displayed

2. Assign leads to an AgencyCloud user

Leads can be assigned individually or in bulk

On the left side of the screen:

  • Tick the lead(s) to assign
    Or tick the box in the header row to select all leads listed

  • Click Assign selected leads (top left)

  • Select the user to assign the lead(s) to and click Select

  • Click Yes

3. Lead assigned & noted in Activity Feed

When a lead has been assigned:

  • The Assigned to column displays the name of the user that the lead has been assigned to
    Click column header to sort by user

  • A note is added to the Activity Feed, seen when the lead is selected

4. Filter option

From top left of screen:

  • Click link beside Assigned to - the name of the currently logged in user is displayed

  • Click name to just show leads that have been assigned to the current user

  • Click Show all to see all leads

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