Adding an Agent

Has a new agent joined your team? Adding a new agent on Great Agent is easier than ever. From the agents tab in your CRM, just click on the Add New User (blue) button in the top right-hand corner. You will be prompted to provide the following information:

• Name
• Email
• Cell Phone
• Office Phone
• Agent Type 
  • Agent - A user that will only have access to see their own leads
  • Real Estate Broker - An admin level user that will have access to view and manage all leads
  • Lender - A lender who will only have the ability to see leads they are assigned to

Once added, your new user will receive an email from Great Agent where they will be prompted to update their profile, add a photo and verify their contact information.