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Roster Management - Exporting Agents and Teams [Next Gen] Follow

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Brooke Hvizdak
  • Updated

Summary

As a broker, you do not have time to create a running list of all the agents coming in and out of your brokerage and to review that list every time you have to share that list with others. We have made it a simple process for all those times you need to share a list of all your agents and/or agent teams. 

How To:

admin > inline menu > agents > create dropdown > export or export with teams

  1. Starting from the dashboard, click on your profile icon in the top right-hand corner, a drop-down menu will appear, select Agents under the roster section. This will lead you to a new page with a list of all your agents in the system. 
  2. Now to Export, this list hit the Create button on the right side of the screen, a drop-down menu will appear. 
  3. To export the agents' list hit the 'Export' option, to export the team list hit Export with Teams
  4. A box will show up in the center of the screen where you can enter the recipient's email, then hit Submit!export.gif

FAQ's

Q: What if I want to add a message along with the list in the email?

A: At this time, the email confirmation is a set email and cannot be altered by a user. Alternatively, you can send the Export to yourself to be forwarded appropriately.

Q: What if I want to send a list of only select agents?

A: Before selecting Export, utilize the filter option to sum down the options listed.

Q: What if I want to send the list to more than one person?

A: To send the list to multiple parties, currently, the list would need to be exported to one email address and then forwarded, or the list could be exported multiple times, each with a different address.

Difference between brokers and agents

Exporting Teams and Agents functionality is only available to Brokers and Admins; however, the Offices are visible to Agents and end-user Clients.

 

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