We have chosen to enable two settings within the platform that will ensure that your data remains just that – YOURS.
Lead Duplication
Allows the same contact to exist in multiple accounts. Driving web leads? You can rest assured that your leads will always be directed into your account, not redirected due to a previous working relationship or completed form.
Lead Privacy
Only a contact’s owner can view contact information. Contacts that you import are owned by you, and their information is not available to Admins or Management. Admins and Management will only have access to contact information for leads that are generated from company sources like the company or office websites, company social media, realtor.com, etc.
How Does It Work?
At the company admin level the brokerage can see that private contacts exist in agent accounts, along with their type and status. This is for reporting purposes to track system usage and other business analytics.
