Onboarding a New Closer: Setting Up Accounts and Lead Assignments

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Onboarding a New Closer: Setting Up Accounts and Lead Assignments

This video walks you through everything you need to do in GenieREI when you hire a new closer or lead manager.

Step 1 — Create Their Account:

1. Go to Settings → My Staff → Add User
2. Enter their name, email, and phone number
3. Hit Next → go to Roles and Permissions
4. Set them as a User and restrict their data so they only see leads assigned to them
5. Click Copy Permissions and copy from an existing closer so you don't have to set it up from scratch
6. Make sure Payments is turned on — this is where contracts are stored
7. Hit Save

Step 2 — Add Them to Custom Fields:

1. Go to Custom Fields and find the Assign To field
2. Click Bulk Actions → Edit
3. Add their name to the field options
4. Hit Save — if their name doesn't appear right away, refresh and repeat

Step 3 — Add Them to Automations: Go to Automations → Open Acquisitions Automations and update the following one by one:

• Assign To Field — find the Closer placeholder (e.g. Closer 5), change the assign action to their name
• Inbound New Lead Assignments — add their name if you want them receiving new inbound leads
• Outbound New Lead Assignments — same as above for outbound
• Released Lead Assignment — add them to the Aged Data branch (leads older than 30 days) so they can work older released leads

Step 4 — Give Them Leads:

1. Go to Contacts and filter by Assigned to MayCloud
2. Select All
3. Trigger the Release Leads for [Their Name] automation
4. Hit Add to Automation
5. Any cloud lead older than 30 days will now be visible to them and ready to call

Note: If a name change doesn't save, refresh the page and repeat the step — don't move on until you confirm it's showing correctly.