ADD YOUR TEAM

PLEASE SELECT A TYPE OF USER TO ADD TO YOUR AGENT CRM TEAM

ADD YOUR TEAM

Please select a type of user to add to your Agent CRM team

TEAM MANAGERS' PERMISSIONS:


  • Invite new team members


  • Import entire "Snapshots" into Members' accounts


  • Share contacts/leads instantly amongst the team members


  • Login as the individual team members' accounts' to run reports, import leads, etc.

TEAM MEMBERS' PERMISSIONS:


--X Can not perform any of the Team Manager or

-----Owner's permissions


  • Can receive imported "Snapshots" from the Team Managers/Owner


  • Can receive contacts/leads instantly from the Team Managers/Owner



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