As well as Assigning campaigns as a Priority to a user on an individual campaign level, multiple campaigns can be assigned to a user at once - or unassigned from a user.
This can be especially handy if a team member is going on leave, or you have a new team member join who will be picking up multiple campaigns as part of their onboarding.
To manage which campaigns are assigned to a user, navigate to Agency Admin > Agents & Users.
Adding Priority Campaigns to a user
- Click the user (note: only Office Admins can have campaigns assigned as priority)
- Within the Tools module, click Manage Priority Campaigns
- Start typing a property address into the Campaigns search field, and select the campaign from the list
- Repeat for all campaigns you'd like to assign
- Once all campaigns have been added, Close Modal
Removing campaigns assigned to a user
To remove campaigns assigned to a user as priority, go to Manage Priority Campaigns for the user (steps 1 & 2 above), then use the trash bin icon next to each campaign to remove. Once all campaigns have been removed, close the modal.
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