How to Add a Client to a Team

You can add one or more clients to a Team so that you and your colleagues - other real estate sales representatives from your brokerage - receive the same listings and communications notifications for the client(s).

How to Add a Client to a Team on your mobile device

1. Select Contacts from the menu bar. This will display all active contacts.

2. To see inactive or disabled contacts, select the layer icon and select the bullet beside the appropriate status.

3. Select the client that you would like to add to a team.

4. Select the menu icon .

5. Select the arrow beside Share with Team.

6. Place a check in the box beside an existing team OR

7. To create a new team, select +New Team.

a. A create team window will appear, enter a team name, and select Save.

How to Add a Client to a Team on your PC

1. Select Contacts from the menu bar. This will display all active contacts.
2. To see inactive or disabled contacts, select the layer icon and select the bullet beside the appropriate status. 
3. Select the client that you would like to add to a team.
4. Select the menu icon.
5.  Select the down arrow beside Share with Team. 
6. Place a check in the box beside an existing team OR
7. Select +New Team to create a new team.

• A create team window will appear, enter a team name, and select Save.

If you have any questions, please contact us at [e-mail].