Teams

This article covers Teams-related processes within Agentbox. 

The processes explained include:

1. What is a Team?
2. Create a Team
3. Add Staff to a Team
4. Staff Permissions - Teams
5. Delete a Team
6. Edit a Team Name
7. Team’s Open Homes & Events
8. View All Team Members

Select from the above list to go directly to the process.

What is a Team?

Setting up a team in Agentbox will allow you to group staff to access data and perform tasks on behalf of others within their allocated team.  

An example of a Team may be 'Team Brown' consisting of:

• Lead Agent - John Brown
  • Personal / Excceutive  Assistant - Beth Mitchell
  • Assocoate Agent - Simon Walker

Creating a Team provides staff within that Team additional contact and property sharing permissions such as:

• View team member's Notes, Tasks, Appointments and Communication History.
• Assign Tasks to team Members.
• Edit team member's Tasks (If ‘Edit Team Tasks’ permission assigned).
• View team member's Contacts.
• Edit team member's Contacts (if ‘Edit Team Contacts’ permission assigned).
• View team member's Properties.
• Edit team member's Properties (if 'Edit a Property' permission assigned).
• Create Letters on behalf of team members.
• View team member's Custom Contacts Classes.
• View team member's Letter Templates.
• View team member's Activity Schedule Templates.

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Create a Team

1. Click on My Office from the main menu. 

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.

3. Click on the staff member's name to open their staff card.

4. In the Team(s) drop-down select Add New Team.

5. Enter the Team Name into the Add Team pop-up box and click Save.  

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Add Staff to a Team

*Note: Permissions may apply

1. Click My Office from the main menu.

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.

3. Click the staff member's name to open their staff card.

4. From the Team(s) drop-down select the Team Name and click Add.

5. Click save changes.

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Create a Team

1. Click on My Office from the main menu. 

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.

3. Click on the staff member's name to open their staff card.

4. In the Team(s) drop-down select Add New Team.

5. Enter the Team Name into the box and click Save.  

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Add Staff to a Team

*Note: Permissions may apply

1. Click My Office from the main menu.

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.

3. Click the staff member's name to open their staff card.

4. From the Team(s) drop-down select the Team Name and click Add.

 5. Click save changes to finish.

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