Agent Concierge_Agent Onboarding

CENTURY 21 Affiliated

Move Recruiting Contact to Retention To manually move a recruited contact into your retention roster Contact > Search & select name > Select lead > Select Signed

Do Not Contact | Archive Users Agents that do not with to be contacted need to be archived NOT deleted. If you delete them, there is a chance that agents will still being active in the data pull. This will push them back into your system. Archiving them will prevent that from happening. • Do Not Contact = Archived Status

Recruiting Campaigns Automation > Campaigns > Campaign Library > adjust from Brokerkit to Organization Organization > [NEW] Retention Reminder: C21 Happy Birthday [2024] > Copy When prompted:

1. All texts sent from: TEAM LEADER 2. All emails sent from: TEAM LEADER 3. All tasks owned by: TEAM LEADER

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Last Updated: 4/15/2026

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