How to Disable/Remove an Agent Follow

We understand that changes to your real estate team can happen at anytime. Due to this, we've make it easy for our Broker Level Users to Disable or remove Agents from the CINC website. 

See instructions on how to Disable an agent below:

Disabling an Agent with Leads, Reminders and/or Tasks Currently Assigned

1. Select Agents from your left-side navigation bar. This will automatically bring you to your Manage Agents page.

2. From your Manage Agents page locate the Agent's Profile you wish to remove and select the red Disable button.

You'll immediately see the Disable Agent prompt which will inform you of the following:

1. The Agent you're disabling currently has leads, reminders and/or tasks assigned to their account.
2. Those leads, reminders and/or tasks assigned will need to be transferred to another agent before CINC disables the profile.

By pressing Next you could choose to transfer these items to an existing account in mass through our user friendly Transfer Wizard. 

Or selecting Cancel will allow you to complete the transfers manually from your Lead's Dashboard instead.

For this example, we'll select Next to use the Transfer Wizard to simplify the reassignment process.

3. The first step in the wizard is to select the agent that the leads should be transferred to. Using the drop down menu, choose the desired account. Press Continue once selected.

*Note: You can only reassign leads to the same CINC account type. For example, if your agent was a Buyer Agent, you can reassign to another Buyer Agent account.

4. If the agent you're disabling has Reminders and Tasks currently assigned to them, the Transfer Wizard will have you select a CINC account to mass reassign those to. Press Continue once the account is selected.

5. The last stage in the Transfer Wizard is to confirm your mass reassignment selections. Should any changes need to be made press the Back button. Select Finish to confirm which initiates the mass reassigning and automatically disables the agent. See below:

After pressing Finish you'll see the following prompt on the screen. Press OK and you're all set!

Disabling an Agent without Leads, Reminders or Tasks

1. Select Agents from your left-side navigation bar. This will automatically bring you to your Manage Agents page.

2. From your Manage Agents page locate the Agent's Profile you wish to remove and select the red Disable button.

3. The Disable Agent confirmation pop up will appear on screen. Press Yes to confirm disabling/removing the agent's account and you're all set!