Assigning Agents to your campaign

Agents are assigned when a property campaign is first created via the Create > Property Campaign modal, however there may be times these need to be changed for a campaign.

If your campaign has been created via a CRM integration, it’s recommended changes to agents are updated in the CRM and synced to Realhub accordingly.
This will prevent the potential issue of the agents later reverting to those within the CRM.

Navigate to the campaign and go to Property Details > Agents & Details, where you’ll see the agent(s) currently assigned to the campaign in the Team module.

Click Manage to change the agent(s) assigned.

To remove agent(s) from a campaign, click the trash icon next to the agent name.

To add agent(s), start typing their name in the Search box, the select the agent from the available list.

It’s important to add the agents in the same order you’d like them to appear on the campaign. I.e. Add the primary agent first, then the secondary agent, then the third agent (if applicable).

When the agents are all appearing in the correct order, click the Save Agents button at the bottom of the side modal.