Viewing & assigning leads to and from sub-sites

With a LinkUBroker master account, you can view leads from sub-sites and assign leads from the main account to another website account, also known as a sub-site or agent website.

With the LinkUBroker feature alone, you cannot assign leads to agent sub-accounts, since the Lead Manager is not available for sub-accounts. You must have a master site and agent sub-sites, where they have access to their own lead manager.

First you will need to go to your Lead Manager:
  1. Log in to the control panel.
  2. Click on Lead Manager.
  3. Click View/Manage Leads/Contacts.

Things to Know

There are a couple things you should know when using this feature.
  • You can only view and assign leads in your Lead Manager. This does not work for leads generated by IDX, or other 3rd parties unless they are being imported or fed via API into your lead manager.
  • Once a lead is assigned to another sub-site, you no longer can make certain updates to the lead, nor can you delete the lead, unless you re-assign it back to yourself.
  • You can always take control of a lead again by re-assigning the lead to yourself, or selecting "Not Assigned".

Assigning Leads to Sub-Sites

To assign a lead to a sub-site, there are two ways to accomplish this. Doing one-by-one, or multiple at one time.

Method #1 - Single
  1. Click on the Lead first or last name.
  2. From the assign drop down, select the sub-site you want to assign the selected leads to.
  3. Click Update.
  4. The lead will be assigned to the sub-site.
  5. The leads will be assigned to the sub-site and will disappear of your lead list.
Method #2 - Multiple
  1. Check the box next to the leads you want to assign.
  2. At the bottom of the page, in the Perform Action drop down, select Assign Leads.
  3. Click Next.
  4. Select the sub-site you want to assign the selected leads to.
  5. Click Assign.
  6. The leads will be assigned to the sub-site and will disappear of your lead list.

Viewing Leads from Sub-sites

You can view leads from specific sub-sites to re-assign them, or modify them.
  1. From the Assigned To drop down, select the sub-site you want to view the leads for.
  2. Click Apply Filter.
  3. Only the leads assigned to the selected sub-site will be displayed.
  4. You can then re-assign or modify the lead as needed.



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