Team Setup Overview

Team Setup Overview

Our platform gives you a couple of options for setting up team functions on the site. This article is a brief overview of those two functions and how to set them up on your site.

Basic Shared Team Setup
The first of those options is the most basic and easiest to set up. Just like you can set up individual agent profiles you can also set up individual team profiles. They operate the same as any other agent profile, but basically it's for those users that would rather just share an account and work their leads that way. When setting up this type of team function you could give the profile a team name and team image or logo if you have any. We can also create a team site if necessary that would go along with this team profile. 


Advanced Team Setup
The other option we have is a bit more advanced, but overall has a lot more functionality that can go along with it. This option is for teams that would like each member to have their own individual agent profile. To set this up we would usually set up individual agent profiles for each of the team's agents if we haven't already. Once a team site is created you have a few functions there you can set up for your team. 

-First you would want to set up your team in a group. The group functionality allows you to create groups of agents and allow them to assign leads to each other. This becomes particularly useful if you have a main site and sub-sites. This allows you to specify a group of agents, for example an office. Then, choose an administrator that can assign leads to anyone in that office.


-Secondly you can set up automatic lead distribution for your team if you have your own team site. This operates separately from your main company site's lead distribution settings and if you set this up on your team site it will override their settings, but for your team site only.

SET UP TEAM LEAD-ROUTING

-Lastly you have the option of setting up team lead dropbox settings. If you have leads you would like to forward from other sources such as Zillow or Trulia then you can forward those to a team email and have them automatically distribute to your team based on your team site's lead distribution settings. 



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