Knowledge Base & Support Center

iHomefinder ONE - Team Management & Lead Routing

Adding and Removing Team Members

iHomefinder ONE Adding a Team Member Select the CRM Tools menu From the left-side menu, click the top option "Team Management" Scroll down to "Team Members and Permissions" Click the "Add New" butto...

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Creating a Simple Round-Robin Lead Routing

iHomefinder ONE There are numerous lead routing rules you can set up for your forms. Here’s an example of how to create a simple round robin, routing leads between team members. From the main menu, cl...

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Removing an Agent from Lead Routing

iHomefinder ONE From the main menu, click on Contacts > Lead Routing. Click on the Edit icon (looks like a notepad and pencil) next to the form that you would like to change. A screen will appear wher...

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Group Visibility – Team vs. Private Groups

iHomefinder ONE Account owners and administrators sometimes have questions about the Platinum group visibility among team members, or basically the difference between team and private groups. This feature can...

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Change to Agent on-Duty

iHomefinder ONE Team Platinum systems have the ability to assign an Agent on-Duty. What this means is that the Primary Account Holder or Admin can have all leads that sign up on certain forms automaticall...

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Adding Email Home Search Lead Routing Rules

iHomefinder ONE There are numerous lead routing rules you can set up for your Email Search site. These rules allow you to route leads requesting certain data and put them into different Campaigns, Groups,...

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Understanding Lead Routing (How to Change)

iHomefinder ONE This section will go over lead routing. Navigate to your Lead Routing from the side menu under "contacts" Select the form you would like to manage by clicking on the edit icon to the ri...

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Making someone an administrator on your site

iHomefinder ONE You have the ability in your iHomefinder ONE system to make a team member an administrator on your website. This gives the person access to all of your leads, contacts and prospect’s, the abil...

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How to change a team members username and password

iHomefinder ONE Following are instructions on how to change a CRM Users username and password. There are a few reasons why you would want to change someone’s password – they forgot their password, or maybe yo...

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Change where Lead Notifications are Emailed

iHomefinder ONE You have the ability to change where lead notifications (may also be called email notifications) are emailed when leads sign up on certain forms. Here’s how; Go to your "Leads" section of...

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