dsAgentReach Pro-Broker Panel

Date: February 1st, 2011 | Category: dsAgentReach


If you have a dsAgentReach Pro-Broker Account with Lead Management and are logged into the Broker’s Account, you will see that the dashboard page reads Broker Panel at the top. This is because the Broker’s Account can see the dashboard for any account. They have a drop-down menu to choose whose account they are viewing.

Activity Tab:

This tab shows all of the activity in your account.

Contact Search Tab:

This is a more detailed contact search than the Quick Contact Search. Basically, you can search for contacts by many different criteria including dates added, any fields default or that you specifically added and even IDX criteria. If you have a Pro-Broker with Lead Management account and you are using the Broker’s Account, then you have a field called “Contact Owner” that can be searched by. This will allow you to search all of the contacts or just ones for a specific user.

If you have a ProBroker with Lead Management account and are using any of your accounts you also have the ability to search by “Only Search Leads”, “Only Un-Contacted Leads” and “Only New Leads”.

New Tab: (ProBroker with Lead Management Only)

Only contacts marked as “Leads” will show up here. These are the latest leads added to your account over the last week.

UnContacted Tab: (ProBroker with Lead Management Only)

Only contacts marked as “Leads” will show up here. These are the leads that have not had any contact in their “history”.

Most Active Tab: (ProBroker with Lead Management Only)

Only contacts marked as leads will show up here. These are the top 10 most active leads according to their “History”.

Starred Tab: (ProBroker with Lead Management Only)

Only contacts marked as “Leads” will show up here. These are all of your Starred leads.

Graphs Tab: (ProBroker with Lead Management Only)

This tab shows the Contact/Lead Activity this week in a line graph. It also shows Contacts in each Custom Status in a pie chart.

Article published on Diverse Solutions Help Desk - http://helpdesk.diversesolutions.com

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