Set up your team, connect your email and WhatsApp, and keep files on records.
Open Settings > Users.
Under Invite a person, enter the Email, choose the Role (Broker, Agent or Assistant) and click Send invitation.
The person appears under Pending invitations until they join, then under Team.
From Team you can change a person's role or deactivate them. Role changes apply the next time the user opens a page; a deactivated user can no longer open the app.
| Role | Sees |
|---|---|
| Broker | Everything, including Settings, Reports and every agent's commission |
| Agent | Own contacts, deals, tasks and commission; other agents' listings read only; no Reports or Settings |
| Assistant | All contacts, deals, showings and tasks; no commission amounts, no Reports, no Settings |
Pages load only what the role may see, and Reports and Settings refuse anyone who is not a Broker.
As Broker you can preview any page as a team member: add ?as=<their email> to the page address. A banner shows whose view you're seeing; changes you make in preview are not saved.
All connections are in Settings > Integrations (Broker only). Keys and passwords are typed into the app's own settings; never send them to anyone.
Emails to contacts, invitations, notifications and the daily digest go out from the account you connect here. With nothing connected, team notifications use the platform mailer and emails to contacts are not sent.
Click Send test email to check the connection.
Connect your own WhatsApp Business account to send Lead assigned and Deal deadline in 2 days alerts to your team with your approved templates.
Enter the WhatsApp Business Account ID, Phone number ID and Permanent access token, then click Save WhatsApp.
Under Approved template names, enter your template for Lead assigned and for Deal deadline in 2 days, and the Template language code, then click Save template names.
Enter a number with country code under Send a test to and click Send test message.
Add each agent's WhatsApp number in Settings > Team phones. When WhatsApp is not connected, the WhatsApp buttons keep opening a click-to-chat link with the message prefilled.
Listings and deals have a Files button at the top of their page. On a contact's page, use Upload on the Attachments card.
Click Files (or Upload), then Choose Files. You can pick several PDF, image, Word or Excel files at once, up to 10 MB each.
Each file is listed with its name, who uploaded it and the date. Click Download to open it.
To remove a file, click Delete, then Confirm delete.
A pasted lead email doesn't appear. The app reads pasted emails within about a minute. Refresh Lead inbox and check the Waiting and Needs review tabs.
Forwarded lead emails don't arrive. Check Settings > Lead intake: for Gmail, IMAP must be on and the password must be an app password. Check that the agent's forward rule sends to the lead inbox address.
A buyer has no matching listings. Matching uses the buyer's price range, beds, baths, areas and property type, and only active listings. Widen the criteria on the contact (Edit).
Emails to contacts are not sent. Connect Gmail or SMTP in Settings > Integrations and click Send test email.
An Agent can't open Reports or Settings. That's by design: these pages are for the Broker.