Agent Live users can create their own Teams. An example might be (e.g. husband and wife) or a PA


Teams are used so that two Agents can Share the same People/Contact database


Agent Live > Settings > Personalise > Teams tab


Only Agents can set up a Team


How to set up a Team?


Any Agent can create a Team login and selects the Create button in Settings > Personalise > Teams tab

Use the Create button to create a team


Team Name

Give your Team a Name and decide  what you want to share, How you want your team to operate, View and Edit Listings (or just just View), Contacts and each others Diary


Choose how you want your Team to work together you can choose read only or edit access to each other’s Contacts


Invite members

Then select the Agents that you want to invite to be members of your Team.


Things to remember

Each team member still owns their Listings and Contact database, but by being in a team you will be able to see Contacts from your other team members.

  1. You can only invite users that are running OSL Agent Live.
  2. The Team leader (the person who sets up the Team) can remove a team member at anytime
  3. A team member can withdraw from a team at any time

Note

  • These Teams are not the same as performance teams that might be also used by the real estate groups that your are working for.