Your Brokerage Team in Housing Market One: Seats and Performance

教學 7/8

本教學的影片正在更新。下方的文字步驟涵蓋相同的內容。觀看英文版

本課的文字內容正在更新，因此暫時以英文顯示。

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).

在本教學中您將學到

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

跟著做：操作步驟

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Invitations that are waiting can be sent again or withdrawn.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.