Assign & manage internet registrations (portal leads)
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Internet registrations (or portal leads) can be assigned to individual users, providing a more efficient method to assign leads, as well as giving users a better view of which leads they need to follow-up on
Two related configuration options are available to allow leads to be managed, meaning that a user can be prevented from being able to:
assign leads to selected users
see leads which have not been assigned to them
For example, branch managers could be given the ability to assign leads to their teams, then team members can be set to only see leads that have been assigned to them
To enable these configuration options, 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 Reapit - this screen allows you to view enquiry details then either add them as an applicant/property, mark them as a duplicate or reject them
1. Access internet registrations From Organiser:
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2. Assign leads to a Reapit user (where enabled) When a user has the ability to assign leads to other users, they can be assigned individually or in bulk On the left side of the screen:
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3. Lead assigned & noted in Activity Feed When a lead has been assigned:
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4. Filter option (where enabled) When a user is allowed to view leads assigned to others, the screen can be filtered to be able to view all leads or just their own leads From top left of screen:
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