Summary

The Lead Ownership setting allows you to determine your brokerage's lead management model, with the option to choose between 1) exclusive ownership or 2) shared ownership.

The exclusive ownership option allows only one agent to work with each lead. The shared ownership model allows multiple agents within a brokerage to work with a single lead on different types of transactions.

Step by Step

admin > inline menu > settings > lead > Choose Your Lead Ownership Model

To change the lead ownership model, an admin or broker level user would need to go to the settings option on the inline menu. In the settings options, select lead and scroll down the page until seeing the option "Choose Your Lead Ownership Model."

1. Using the inline menu, select settings

2. In the configuration menu on the left-hand side, select Lead

3. Midway down the page, choose the Lead Ownership type

Definitions/Context:

Exclusive Ownership: Allows for brand control and streamlined communications to your brokerage and customers of your brokerage, by ensuring that all communications are flowing through a single point of contact.

Shared Ownership: allows multiple agents to be assigned to the same lead for different types of transactions (ex. Residential vs. Commercial) and can potentially encourage competition between agents.

How does this differ for agents?

This is an Admin and Broker level user-accessible setting.