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How to Set Team Roles in Housing Market CRM

Tutorial 166 of 181 · 37 s

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Roles decide what each person on a Housing Market CRM Business account can see and do. Agents work their own leads; Managers can see their team’s records, with a manager grade — Viewer, Editor, Assigner or Remover — that sets how much they can change; Administrators manage the whole account, including seats, billing and integrations. This tutorial changes a member’s role and manager grade on the Team page, sets a lead limit for an agent, and explains how removing a member works: the seat is disabled, and their records stay on the account.

In this tutorial you will learn

  • The three roles and what they allow
  • What the manager grades mean
  • How to set a lead limit
  • What happens when you remove a member

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Team in the left menu.
  3. Scroll to Members.
  4. Pick a role: Agent, Manager or Administrator.
  5. Managers get a grade: Viewer, Editor, Assigner or Remover.
  6. An Assigner can hand leads to agents in the team.
  7. Set a lead limit to avoid overload.
  8. Remove disables the seat — their records stay.