Creating a Team [Website Builder] Follow
A team in the platform is more than one agent who work together and will share leads, email marketing, and profile information. A husband and wife would be a common example for a team.
**Note: In order to create a team you will need to have previously created separate Agent accounts for the team members. Those accounts will need to be in the same office and have lead management seats in order to be added to the team.
To set up a new team simply...
1.) Go to Office Tools > Agents and Brokers.
2.) Click “Add Team.”
3.) Complete the Team Profile.
Note: Required fields are Team Name, Email, and password.
4.) Find the desired agents on the list and check them off. Note: They must have lead management accounts and be from the same office.
5.) Click Create.
6.) If lead management is enabled for the team account it will not count as one of the lead seats you are charged for.
Q: Will the individual agents still get their own accounts?
A: Yes, Agents will still have their own Child Sites even if they are part of a team
Q: Who will get the SMS messages and emails for the team?
A: SMS Messages are sent to members of the team based on lead sharing selections. It can be selected that any messages an Agent receives will also be sent to Admin or Broker level users.
Q: Why can I not add an Agent/Broker/Employee to a Team?
A: One of the main reasons for this is due to the Agent already being part of a team.
Q: How many Teams can an Agent/Broker/Employee be on?
A: Currently, Agents/Brokers/Employees can only be on ONE team at a time.