retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead. 3. Admin-level access should be restricted to only those you trust with the keys to your recruiting engine. 1. Designed for your recruiting and retention staff, this level includes full access to your lead database, no team functionality, the ability to add and edit Smart Campaigns, the ability to add or edit labels, no landing page customization, and no access to billing settings. 2. Landing Page: They will get their own dedicated landing page which they can retrieve in their referral account with their bio image and contact information superimposed on the standard team landing page template. Any recruiting leads who submit a form entry will have that agent set as the Referrer on the lead. 3. Your front desk, training, or other staff that
ii. Staff
assist with recruiting all fit this role. Often, they'll make heavy use of the mass text and email features when contacting your existing agents. 2. Super users do not have access to all accounts – accounts below are full. a. Anaheim Hills, CA b. St. Joseph, MI c. Portage, MI
d. Sun Prairie, WI e. River Valley, WI
2. Recommendations –
i. Define the users with each account.
Made with FlippingBook Proposal Creator