Improve assigning leads
I understand the need to assign leads from the dashboard to agents pipeline. However when you assign one lead it automatically transfers you to your pipeline page. Then you have to toggle back and forth for each lead. Dashboard - assign to - automatically opens pipeline - back to dashboard. Repeat. Very time consuming and frustrating. At least maybe you could make selection boxes so that you can select multiple leads and assign all at once?
In addition, I am the sole person in my company so having an option to AUTO assign all leads to myself would be great! Or even if I add a second employee, to be able to choose to AUTO assign all leads to both of us.
Thanks for the consideration!
What's Up Beach Vacation Rentals commented
This is still not working with agency settings and with the checked automatically assign leads. Still very time consuming and would be very helpful if there was a select all option to assign to me.
Hi everyone! Thank you for your interest in improving dashboard leads.
We released an enhancement that will help expedite your response to guests.
Previously, you had to assign a lead BEFORE you could take any action.
Now, you can go directly to the Pipeline and take action WITHOUT having to assign a lead.
As a result of taking that action, the lead will be automatically assigned to you. And then, if you wish, you may reassign it to someone else on your team. If you don't have anyone else on your team, then you don't have to do anything.
For more details about the Dashboard and Pipeline please see our online help article at https://help.hostfully.com/en/articles/2043714-how-to-manage-a-lead-via-dashboard-pipeline.
Jim Sheehan commented
We don't use the system for leads.....we don't take any action on them other than to assign to a person so they show up in reports. Again the request is to have an auto assign feature so we don't have to go in daily assign all the leads and flip back and forth on screens......or maybe just stay on the leads page and check all leads and assign in batch.
David [not provided] commented
I manage 50 properties and manually assigning leads to me as the manager is time consuming….you need to change the pms to accept the manager as an agent and auto assign every lead to the manager
Ai Nguyen commented
A PM suggested: "I'd love to request that you add a click box feature on the Dashboard side of the platform. I manage 15 properties and it would be great to be able to open the program in the morning and "accept/assign" all the reservations that came in for each agent by clicking a box next to the reservations and choosing the booking agent it should be assigned too all at once instead of clicking the assignment person and getting pushed over the pipeline each time. It can be a little obnoxious tbh."
Martin Poitras commented
Jessica, to help, in the dashboard, press ``EDIT`` and at the first page you can select ``assigned to:``
Assigned it to you and press save, it will not send you in the pipeline. It is more quicker but we need an auto assigned, i lose a lot of time on the dashbord!
Ross Shir commented
this would remove the manual work of assigning leads everytime there is a new one.
Hi Matt, while this may work well for PMs with multiple booking agents assigned to certain properties, it doesn't work well for everyone and that's why this idea is here. Some business only have 1 user on the account and that user is a manager, not a booking agent, therefore the auto assign rule doesn't work for them. Other business have multiple managers on the account and face the same issue. The auto assign rule is limited to the role of booking agents. Here is a help article to help you understand this functionality in more detail
Guys, this already exists now right? Agency Settings -> Main settings
"Automatically assign leads to Agent" checkbox
Rebecca Cramer commented
Agreed! I am a one woman show and its tedious to have to manually assign all leads to myself every time. I just dont do it but then I miss stuff sometimes. It would be great to have the option to auto-assign leads to the manager since many of us dont have "agents" working for us.
Rhiana Jones commented
Add the ability to choose who to auto assign leads to and/or to be able to auto assign leads to a specific person per property
*passing on request from user
YES YES YES!!!! Or at least it not transferring you to the pipeline page and you then have to go back
Thank you for the idea and the votes. While we are not able to a single lead to multiple people, we are reviewing and gathering product requirements for the use case where there is only 1 person in the company and having the leads auto assign to the person. As soon as this is designed and released, we will update this page.
Alessandro Lastoria commented
An AUTO assign feature would be great as I am the only person in my company who handles all requests.