Your Brokerage Team in Housing Market One: Seats and Performance
Tutorial 7 of 8 · 1 min 17 s
A Brokerage account in Housing Market One can manage its team and see how the team is doing. This tutorial opens Settings, opens Team, reads how many seats are used, the role of each person and the invitations that are waiting, and shows where you invite a colleague. It then opens Team performance, which shows each agent's leads, how fast they answered and how many became deals, over the last 7, 30 or 90 days. Seats and roles are kept in your Housing Market CRM account, so a change you make here is made there. The screens in this video are illustrations drawn from the real app with an invented team and invented figures. Housing Market One is new (Beta).
In this tutorial you will learn
- Where a brokerage manages its seats and roles
- How to see the invitations that are waiting and invite a colleague
- How to read the team performance table
- Which plan includes these parts
Follow along: the steps
- In Settings, a Brokerage account has a Team section.
- Select Manage seats and roles.
- It shows how many seats are used.
- Each person has a role: administrator, manager or agent.
- Invitations that are waiting can be sent again or withdrawn.
- To add someone, enter their email address, choose a role and send an invitation.
- Your seats and roles are kept in your Housing Market CRM account, so a change here is made there.
- Team performance can be read over the last 7, 30 or 90 days.
- The line above the table sums up the whole team.
- Each agent: leads, how fast they answered and how many became deals.
- An agent with only a few leads is marked and listed last.