Update agents contact details using CRM

14 November 2023 04:22

How can I update an agent's contact details using my CRM?

Agent details must be updated via Agent Admin, even if you use a CRM. Once logged in to Agent Admin, click Agent List from the Agency menu.

We'll show you how to update agent’s details on Commercial Real Estate.

Note:

Updating agents details is a 2-part process (if you use a CRM).
The agent details need to be updated first in agent admin and then via your CRM.
If you don’t use a CRM then their details only need to be updated in agent admin.

Contact support for name changes

To update an agents name you must first contact Commercial Real Estate Support via the Support icon. The agent's name can only be changed in agent admin by Domain Group support.

Avoid agents duplicating

Note:

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.

Update phone/email in Agent Admin

If you would like to update the agent's details (excluding name), you must first update their details manually in Commercial Real Estate Agent Admin, then update their details in your listing CRM. The phone and email details must be exactly the same, or our system will create a different profile.

How to update agent details in Commercial Real Estate Agent Admin

Navigate to Agent List

Login to Commercial Real Estate Commercial Real Estate Agent Admin. Click Agency then Agent List.
Click the Edit icon for the agent you'd like to update.
Make changes to contact details (Phone or Email).
Click Authorise & Publish (bottom of page).
You will receive a text message with a security code on your linked phone. Enter the security code and click Verify.
Update your agent’s contact details in your CRM, ensuring the details being updated are exactly the same as the changes made in Agent Admin.
Re-publish all listings for that agent via your listings CRM.

All done!

Your listings will now be updated with the agent's updated details.