CC-ing Admins

On this page:

• Admins actioning leads on your behalf
• How many admins can be linked?
• Who will receive notifications regarding change data requests?
• How can I set this up?

Admins actioning leads on your behalf

Our feature allows admins that act on behalf of a broker to be copied into all communications about their brokers leads. This means if a client requests a call or marks themselves as not interested, both the broker and the admin will both be notified. So, when a client requests a call back, you’ll have the best chance to get in touch without losing time.

How many admins can be linked?

You can link your brokers and admins together as you wish, no matter if it's a 1-1 admin-advisor ratio or admins just help out everyone. Multiple advisors can have multiple admins and vice versa.

Who will receive email notifications regarding change data requests?

When an employee submits a data change request, only they (the reporter) will be kept up to date via email on its progress – saving unnecessary noise in brokers’ inboxes.

How can I set this up?

Get in touch with our friendly team - support@eligible.ai who will be happy to set this up for you!