Agent Teams are a part of most brokerages! Follow the steps below and learn how to set up an Agent Team.

Note: This feature is only available to those with office admin permission levels or higher. If you would like to be added to a team, please reach out to your office admin and they will be able to add you and your team members to a team by following the instructions below.

Setting up an Agent Team

1. From your Roster Select Manage Office from the menu on the left (Circled below in Red).
2. Select Agent Teams (Circled below in Blue).
   
   
   
   
3. Select the Create Team button in the top right corner.
   
   
4. Enter your Team Name (Circled below).
5. Select Create (See red arrow).
   
   
6. From here you can enter in all your team information.
   
   
   
   
   1. Your team members.
      1. NOTE: You can add and remove team members. Please see Agent Teams: How to Add new Team Members.
   2. Team Photo: Enter your Team photo here.
   3. Team Logo. Enter your Team logo here.
   4. Team information. Enter your Team info, such as contact phone numbers and emails, here.
      1. To edit your Team info, select the pencil icon in the top right corner.
   5. Team description: Enter a detailed description of your team here.

• Agent Teams Overview.pdf1 MB