• Agents & Teams

  How do I set up and invite agents to join my team? To set up your first team, you will need to complete the following steps: Under Management, click on Users. Create a new team by dragging a User from Agent to Team Leader. Assign= a team name in the pop-up. To view the new team, you will need to go to Teams. To set up subsequent teams, you can click on the plus icon (+) under to create a new team. Team Creation (https://storage.crisp.chat/users/helpdesk/website/b26472d9a9134000/Few readers

• Team Leader vs. Individual Teammates

  What can a team leader see vs. individual teammates? A team leader can see all aspects of the team, including each individual agent's commission contribution along with the agent's team agreement. The team leader will set up the fees and commission structure. The fee cannot be changed once it is set, so be sure it is correct before inviting agents to the team. An individual's commission can be adjusted after they join the team. (https://storage.crisp.chat/users/helpdesk/website/b2647Few readers

• CAPS & Teams

  If my brokerage has a CAP enabled, how can this impact me as a team leader? The individual and team CAP values refers to the maximum annual fees that an individual user will pay before subsequent transaction fees are waived. Each CAP period is calculated from the user's join date.Few readers