How to Add a Client to a Team

You can add one or more clients to a Team so that you and your colleagues 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 your contacts in a list view, select the List icon  

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, then Cancel

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 your contacts in a list view, select the List icon  
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.
8. A create team window will appear, enter a team name, and select Save.

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