Make one of your agents the main listing agent for a property, or hand them a lead from the CRM, so it appears on their dashboard and they are told by email.
Once your team is in place, you give them work by assigning it. A listing has one agent in charge of it, its main listing agent. A client in the CRM has an agent it is assigned to. Both changes reach the agent's dashboard straight away and send them an email, so there is nothing else to tell them.
Before you start
- At least one team member who has accepted their invitation. Invited but unjoined colleagues cannot be assigned work.
- A listing your team owns, or a client in your CRM.
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Assign a listing
Open any listing your team owns. In Team responsibility, choose the agent who is in charge of it and click Save assignment. They become its main listing agent and receive an email.
Note An Administrator or Manager can assign any team listing. An Agent can only work on their own.
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Assign a lead
In the CRM, open the client and use Assigned to at the top to choose the agent. Save the record. The lead moves onto your agent's dashboard and they get an email too.
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Check it landed
Your agent sees the listing or lead on their dashboard the next time they open it. The listing shows them as its agent, and the client record shows their name under Assigned to.
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Pick up your agents' drafts
On My Team, Team listings shows your agents' draft listings. From there you can create the listing agreement for a draft in one click, so a new agent's first listing does not stall on paperwork.
Good to know
- Reassigning is the same action. Choose a different agent in Team responsibility or Assigned to and save again.
- Managers see the team's deals read-only, and a Team reports page shows the team's figures.
- Your listings stay yours. Assigning an agent gives them responsibility, not ownership. The listing remains under your brokerage.
Questions about this
How do I assign a listing or a lead to one of my agents?
For a listing, open it, choose the agent in Team responsibility and click Save assignment; they become its main listing agent. For a lead, open the client in the CRM and use Assigned to at the top. Either way, your agent sees it on their dashboard and gets an email.
Watch how · 3:19 in the tutorial Your team08 · Your teamRead the guide: Assign a listing or a lead to one of your agentsCopy link
Can a Manager see the team's deals?
Yes. Managers see their team's deals read-only, and there's a Team reports page with the team's figures.
Watch how · 2:34 in the tutorial Your team08 · Your teamRead the guide: Assign a listing or a lead to one of your agentsCopy link
What can my team's agents see?
Your agents work inside your brokerage and use the tools their role allows; anything else isn't on their menu. They don't see your team page, your feeds or your agency details, and your listings stay under your control.
Watch how · 3:59 in the tutorial Your team08 · Your teamRead the guide: Assign a listing or a lead to one of your agentsCopy link
