Teams Manager

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Teams Manager


The Teams manager area allows you to View, Edit and Organize the Teams within your brokerage. These Teams can be used to receive specific leads, transactions and messages.

1. Select the "Teams Manager" menu link presented in your Administration Menu

2. On the “Teams” page, you can Search through your Teams using the Search dropdown and entry boxes, sort your Teams via the column titles, Review or Edit your Teams settings.

3. Adding a Team to your Brokerage -

  • On the "Teams" page, select the "Add Team" action Icon
  • In the "Adding New Team" area, Enter in your teams name, and select its "leader" from the "Leader" Dropdown box.
  • Select all of the members you would like to add to the group, then select "Save" to create your team.

4. Reviewing /Editing Existing Teams-

  • On the “Teams” page, select any team of your choice
  • On the “Edit Team” page, you can effect change to any area of your team's settings such as name, leader and members.
  • When Complete, select “Save"

5. Deleting Teams - Once you've selected a team, click the "Delete Team" icon to delete that team.


Team Leader -

Access to All Agent Team Related areas of the Admin

No Delete Access

Access & Edit Ability can be individually customized to suit your specific needs if granted assess by a Broker, Broker Assistant, Office Manager or Office Assistant. They can grant access by visiting your “Featured Access” Module located in your Personal Settings


Team Assistant -

Access to All Agent Team Related areas of the Admin

No Delete Access

Access & Edit Ability can be individually customized to suit your specific needs if granted assess by a Broker, Broker Assistant, Office Manager or Office Assistant. They can grant access by visiting your “Featured Access” Module located in your Personal Settings

Domain Team Name - Are you a Member of a Team? A “Team Name” can be entered into this textbox. This Team Name will replace the Agent Name (or Office Name in the case of a Brokerage account) that displays on the first line of contact information, in the header area of your website! This means you can Brand your website with your Team Name just be entering the Team Name in this box and clicking save!