Team Collaboration Overview

Setup and manage your real estate team

Leverage your real estate CRM to manage your team and supercharge productivity:

• Access Teams
• Team Roles
• Data Visibility

Access Teams

Team owners must upgrade their account to access Teams features. They will be the single point of billing for all seats on their team.

Click Settings.

Select Subscription.

Team Roles

Roles: there are two roles available on teams plans.

• Admin: this is the team owner. There can be one designated owner per team.
• Member: member accounts apply to all other team members, including Realtors, assistants, and other team members that are sharing the team database.

Admins can:

• Invite and delete team members
• Customize pipeline stages, deal types, and task checklists for the whole team
• Download a .csv file of contacts
• Download a .csv file of currently active deals from pipeline
• Download a .csv file of past deals from transactions
• View and edit all contacts and groups
• View, edit, and assign all deals
• View, edit, and assign all tasks

Members can:

• View and edit all contacts regardless of owner
• View and edit contact groups
  • Creating a new group will make that group available to the whole team
  • Deleting a group will remove that group for all team members
• View, edit, and assign all deals regardless of owner/assignee
• View, edit, and assign all tasks regardless of owner/assignee

Visibility

All data is visible to all team members regardless of role. This includes contacts, leads, and tasks regardless of which team member they are assigned to or originate from.

Introducing the ability to customize what data is visible to different team members is on our product roadmap and will be introduced in future versions of the CRM.