You can create Teams inside of TotalBrokerage. 

This feature allows Teams to be seen in the CRM Contact card and within a transaction. 

Follow the steps below to learn how to create a team!



Go to Setup > Teams. 



To add a new team, click Actions at the top right and select Add a Team.




GENERAL: When Add a Team is selected, a name must be created for the team. 


You can also select the following options:


  • Give Team Lead Access to Team Members' Contacts
  • Give Team Members access to each other's contacts
  • Share Calendar Events between Team Members for Contacts. (This requires "Give Team Members access to each other's contacts" to be enabled.)
  • Give Team Lead Access to Team Members Vendors
  • Give Team Members access to each other's Vendors
  • Give Team Lead Access to Team Members Transactions
  • When creating a transaction from the search page, automatically add this team to the transaction
  • Give Team Lead Transaction Coordinator Permission to Team Members Transactions. (This requires "Give Team Lead Access to Team Members Transactions" to be enabled.)
  • Automatically add Team Lead as an additional agent to Team Members Transactions
  • Automatically give the Team Lead a 100% transaction split on creation of a Transaction. (This requires "Automatically add team lead as an additional agent to Team Members transactions" to be enabled).
  • Give Team Members access to each other's transactions
  • Share Calendar Events between Team Members for Transactions. (This requires "Give Team Members access to each other's transactions" to be enabled.)
  • Give Team Lead access to team reporting
  • Give Team Members access to team reporting 




MEMBERS: This is where you can add or remove team members. 

Click the plus button to add a team member. 


You may also designate the following roles to a member if applicable. 

  • Team Lead
  • Transaction Coordinator: Team Transaction Coordinators can edit all transaction tabs and team member commissions but cannot approve or reject checklist items.
  • Transaction Administrator: Team Transaction Admins can edit all transaction tabs and team member commissions but cannot approve or reject checklist items. They also cannot access restricted statuses or notes.




To remove a team member, click the minus button to remove the agent. 

Click the blue Save button in the bottom right when finished.






COMMISSION PLAN: Here, you can Add a new plan or Import a plan that has already been created. 


Team Commission Plans in TotalBrokerage allow you to manage commissions for an entire team, overriding the plans set for individual agents. 


This is useful for offices with tiered commission structures, allowing contributions from all team members to be consolidated.


Important notes:

  • This plan will apply to ALL members of the Team.
  • The team commission plan will apply only to transactions originally associated with the team. Transactions assigned to individual agents will continue to follow the individual agent's commission plan.
  • For transactions, please ensure that you Lock Commissions and have a Closing Date or Lease Execution Deadline on the Calendar tab to apply the commission contributions to the plan.
  • We recommend enabling the setting to lock the transaction teams to ensure the transaction is correctly tied to it once set and cannot be changed by agents. 
    • This is configured in Setup → Transactions → General → Lock Transaction Team. 
    • Once set, only managers, accountants, and compliance officers can change the transaction team.


For additional information on creating a commission plan, see this.






ACTIVITY: Create notes about the team, which will only be visible to managers.


The Team Activity Tab automatically tracks team member changes, logging who made the change, what action occurred, and when. Brokerage Managers can also add notes for context. Office Managers can access similar information in the Account Activity Tab.

Features:

  1. Automatic Logging:

    • Tracks team member additions and removals automatically.

    • Includes details of who performed the action and when.

  2. Team Notes:

    • Brokerage Managers can add notes for additional context.

  3. Access Across Accounts:

    • Join and leave logs are visible in the Account Activity Tab for both Brokerage and Office Managers.

Who Can Access It?

  • Team Activity Tab: Accessible only to Brokerage Managers.

  • Account Activity Tab: Accessible to both Brokerage Managers and Office Managers.

How to Use:

  • Team Activity Tab:

    1. Go to Setup → Teams.

    2. Open the Activity tab to view logs and add notes.

  • Account Activity Tab:

    1. Go to Setup → Accounts.

    2. Open the Activity tab to view logs.

Benefits:

  • Clear Tracking: Logs all team member changes.

  • Accountability: Shows who made changes and when.

  • Enhanced Management: Notes help clarify changes.

FAQs:

  1. Who can access the Team Activity Tab? Only Brokerage Managers.

  2. Can agents or team leads, admins, or transaction coordinators see these logs? No, logs are limited to managers.

  3. Are these logs editable? Logs are automated and cannot be changed, but notes can be added.

  4. What is logged? Team member additions and removals, with action details.