ADMIN: Halting Leads

ADMIN: Halting Leads

🛑 Halting Brokerage Leads for Agents

As an Admin, you have the authority to temporarily pause an agent from receiving any brokerage-generated leads. This is perfect for managing agents who are on vacation, medical leave, or in between projects.

🛠️ How to Pause Lead Distribution

  1. Access User Management: Select the User Management tab from your main menu and click on Users. This will open your User Dashboard.

  2. Select the Agent: Click on the name of the specific agent you wish to halt. 

  3. Activate the Halt: On the right-hand side of the agent's detail screen, click the red Halt Leads button.

  4. Set the Parameters: 📅

    • Choose the End Date (when you want the leads to automatically resume).

    • Enter a Reason for the halt (e.g., "On Vacation" or "Medical Leave").

  5. Confirm: Press OK. You will now see a status indicating that the agent’s leads are successfully halted.


🔄 Resuming Leads Early

If an agent returns sooner than expected, you can manually override the pause:

  • Navigate back to the agent's profile.

  • Select the Remove Halt link and confirm.

  • If you do not manually cancel it, the halt will automatically expire on the date you originally selected. 


💡 Pro-Tips for Admins

  • Privacy: Agents cannot see the "Halt Leads" button in their own profiles. This is an Admin-only feature. 🔐

  • Automation: Setting an accurate end date ensures you don't have to remember to log back in and "un-halt" the agent—the system handles it for you!