The first tab will be the “General” tab.
Brokerage Name: You can enter the name of the brokerage here.
Language: This will be the default language for the agent in your brokerage.
Timezone: This will be the default timezone for agents in your brokerage.
You can select the following options:
Lock Email for Agents—Agents will not be able to change the email address associated with their account.
Lock Name for Agents—Agents will not be able to change the name of their account.
Lock Phone for Agents—Agent will not be able to change the phone number associated with their account.
Disable Contact Export—Only brokerage managers can export contacts and contact addresses.
Disable Vendor Export—Only brokerage managers will be allowed to export vendors.
Require Name and either an Email or Phone for Contacts—Contacts are required to have a name and either an email or phone number.
Managers can't access agents' contacts—Until it is involved in a transaction, a contact can only be accessed by the agent who owns it.
Disable Bulk Email—Agents cannot bulk email their contacts unless this setting is overridden in their account setup.
Disable Bulk SMS—Agents will not be able to bulk text their contacts unless this setting is overridden in their account setup.
Disable Bulk Adding to Automation and Action Plans—Agents cannot bulk add their contacts to automations and action plans unless this setting is overridden in their account setup.
Disable Power Dialing—Remove the power dialing option from the search CRM page. Any accounts that have created a power dialing account will still have access to the dialer.
Disable Duplicate Checks for Contacts—Remove the duplicate check from CRM contacts.
Include Company in Contact Duplicate Check—Consider contacts with the same Company field to be possible duplicates.
Disable Duplicate Checks for Vendors—Remove the duplicate check from CRM vendors.
Include Company in Vendor Duplicate Check—Consider vendors with the same Company field to be possible duplicates.
Weekly Metric Emails—If you enable this feature, your agents will be sent weekly emails containing essential metrics on the specific day of the week you choose. These emails can assist them in monitoring their progress and keeping informed about key performance indicators.
Require Two-Factor Authentication to sign in—This feature is only available with an Enterprise plan.
Track Email Click Metrics—Enable tracking of Open and Click-through rates of marketing emails.
Disable Notifications By Default For New Accounts —Notifications are disabled by default for newly added accounts.
Disable Trashing Company Leads—Only managers or CRM supervisors can trash contacts marked as company leads.
When editing this information, make sure to click the blue “Save” button to save your changes.