Path: Office Tools > Agents and Brokers > Add Team

**Note: In order to create a team you will need to have previously created separate agent accounts for the team members.





1.) Go to Office Tools > Agents and Brokers.

2.) Click “New Agent Team.” 

3.) Fill in the pertinent information. Note: Required fields are Team Name, Email, and password.

4.) Find the desired agents on the list and check them off. Note: They must have lead management accounts and be from the same office.


5.) Agents on teams will be able to see and manage all leads available to team members.

6.) If lead management is enabled for the team account it will not count as one of the lead seats you are charged for.