If you have many clients from the same brokerage or office, you can create client groups to make it easier to locate them or enable special settings for them as a whole. This is also helpful if you have Group Admins, so that they can have access to all clients and property sites within that group.
How to create a new client group
Click the steps below for a detailed walk-through:
Step 1: Click the Groups tab
Step 2: Click "Create a New Group"
Step 3: Enter in Group Contact Info
Step 4: Set a Broker/Owner, if needed
Step 5: Set a Sales Manager, if needed
Step 6: Set a pricing tier, if needed
Step 7: Upload default logo
Step 8: Click "Save Updates"
Step 1: Click the Groups tab at the top of the page.
Step 2: Click the "Create a New Group" button.
Step 3: Enter in as much of the Group Contact Info as you can on the Group Details page.
Step 4: In the Broker/Owner drop-down menu, type in the Brokers name if they have an account already.
Step 5: In the Sales Manager drop-down menu, type in the Sales Managers name if they have an account already.
Step 6: In the Group Configuration section, you can set a pricing tier if you already have one created for this group. Click the Pricing Tier drop-down menu and select that price tier.
Step 7: In the Default Logos section, upload the Group Logo by clicking the grayed out image.
Step 8: Click the "Save Updates" button to finish creating your new Group. For steps on adding clients to a group, click here.
For any additional questions, our Support team is ready to help you!
Email: [email protected]