One Order, Your Whole Team: Lead Sharing for Agency Owners

Michael Pfeil President & Co-Founder

Published 10/24/2026 · Updated 10/24/2026 · 4 min read

Lead Sharing: one order shared with four collaborators

Running an agency means getting leads to the right agents fast, seeing who is producing, and never losing track of who owns what. The GOAT Leads Agency module puts all of that in one place, and today it gets simpler: Lead Sharing is now the one way to work an order with your team. Lead Transfer and Lead Lending are retired.

Why we changed it

Transferring and lending moved leads between orders. Order counts drifted, reports disagreed, and it was hard to say who owned a lead. With Lead Sharing, nothing moves: one order, one copy of every lead, and a clear owner.

How Lead Sharing works

Open an order you own and go to its Collaborators tab. You can also click Share Orders on an agent's row in your Agency screen and pick several orders at once.
Add your agents. One order can have as many collaborators as you need, and it shows as shared in your orders list.
Your agents get to work. They find the order under Shared With Me and work the leads like their own: status, notes, calls and sales. Agents with GOAT CRM can text leads by hand from their own number.
You stay the owner. The leads never leave your order. Only your workflows and automatic texts run on them, so a lead never gets two follow-up sequences.

You control every permission

Everything lives on the order's Collaborators tab, and only you can change it:

Can download and Can print, set per collaborator. Both start off.
Integrations from: new leads go to your Ringy, Google Sheet, webhook or GHL, or to one collaborator's.
Thank-you page details from: the order's thank-you page, and its new-lead emails and texts, use your details or one collaborator's.
Notify all collaborators: everyone on the order gets an email when a new lead arrives.
Who can invite: collaborators can bring in help, but they can only remove the people they added.

Sold leads stay private

A sold lead is seen only by you and the agent who sold it. Nobody else on the order sees your clients, and resetting a lead's status never exposes it again.

Stopping a share

Remove a collaborator at any time. They lose every lead they did not sell. They keep seeing the clients they sold unless you tick Also hide the leads they sold from them. If they held the order's integrations or thank-you details, you choose to switch back to yours or turn them off.

Everything else in the Agency module

Feature	What it does
Invite your team	Invite agents by email, share your agency join link, or import a roster in bulk. Agents accept or decline, and you can resend or revoke an invite.
Downline	See your whole agency tree, including your agents' own agents.
Team Performance	Each agent's results in one view, with a page per agent.
Buy leads for your agents	Buy Fresh or Aged leads for an agent straight from their row. You pay, the leads go straight to them, and you can take the order back.
Share Orders	Share any of your orders with an agent from their row.
Live Calls	Listen to, whisper into or join your agents' calls in progress. Requires GOAT CRM.
Call Leaderboard	Rank your agents by calls, talk time and results over any period, under Reports → Calls. Requires GOAT CRM.
CRM seats for your team	Buy GOAT CRM seats for your agents, assign them, and hand a seat to another agent.
Agency email domain	Send your agency's email from your own verified domain.

Get started

Open Agency in the left menu. Owners see their agents and orders; agents see the orders shared with them under Shared With Me.

Help us make the agency module better!

We are committed to making the Agency features the best there is in any CRM, and we are building them around what agency owners need. Tell us the features you want at support@goatleads.com.

agency lead sharing product update