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Agent Recruiting & Retention Best Practices
How do I remove agents from the same franchise from my leads?
To remove agents from a specific office or brokerage, you'll first need to search for those you'd like to remove.
Click Show Advanced Options under the search bar, and select the Companies drop-down. Select as many or as few companies as you like.
Then Select All the results you'd like to remove using the checkbox on the top of the search, and select Move To and click Archived.
Leads you don't want to contact are always Archived rather than deleted. This way, any notes are preserved, and the lead won't reappear the next time we update your leads. Also, when you reimport data from an MLS data source, the archived records will match and update the existing archived records so they will not be added back into your recruiting or retention records.