Assigning Leads

How Owner/Admins can assign leads to other users and apply the commission split between agent and agency. 

Here is a walkthrough on how to assign leads to other users in Vacation Creations CRM.

1. This requires you to be logged in as an admin.
2. Click on the “Leads” button. You can do this on the homepage or in the sidebar, they lead to the same place. (2nd from the right on the top of the homepage, 4th in the sidebar)
3. Once you are in the “Leads” section, click on the part called “New Leads”
4. Once you are in “New Leads”, click on the name section and a drop down menu will show up under it.  Choose a customer.
5. If the customer does not appear in the drop down you will want to add a new customer. The first option should be “Add New Customer”. Click that.
6. You will get a pop-up for new customer information. Fill it out with their information. In the information section, you can see who the lead is assigned to. Change this to the correct agent and select if the lead is an agency owned lead or an agent owned lead. If this is an agency owned lead assigned to an agent, the alternate commission will be applied if you are using the feature.
7. Click the save button in the upper right corner.

Turning on lead notifications (for agents)

If a lead is assigned to an agent, they can choose to be notified when this happens:

• Click the blue circle in the upper right corner and select Edit Profile.
• In the bottom left of the screen, check the notification types you’d like to receive:
  • System notification – appears under the bell icon in the upper right corner of the page
  • Email notification – sent directly to your inbox
• Click Save.

Converting a lead to a reservation

Once a lead is ready to become a reservation, the agent will need to convert it manually:

• Open the lead.
• Click the three-dot menu in the upper right corner, next to the Save button.
• Select the option to convert the lead to a reservation.