I want to update an agents contact details
Sounds good! This article will show you how to update agent’s details on Commercial Real Estate.
Contact support for name changes
To update an agents name you must first contact Commercial Real Estate Support. The agent's name can only be changed in agent admin by Domain Group support.
Avoid agents duplicating
For CRM users, Commercial Real Estate Agent Admin is designed so that if we receive a listing and the agent's Name, Phone or Email are different to what we already have in the Agent List, a new profile will be created for that agent. Even if the details are slightly different.
This is to allow for when agents need to have different profiles for the same agent.
This does not include agent settings, image, profile text, video, social links, etc.
See this article for more details: Update agents contact details using CRM
Update phone/email in Agent Admin
Navigate to Agent List
- Login to Commercial Real Estate agent admin
- Click Agency then Agent List
- Click on agents name to open their profile.
- Make changes to contact details (Phone or Email).
- Click Publish (bottom of page).