Knowledge Base & Support Center

Adding and Removing Team Members

iHomefinder ONE

Adding a Team Member

  1. Select the CRM Tools menu
  2. From the left-side menu, click the top option "Team Management"
  3. Scroll down to "Team Members and Permissions"
  4. Click the "Add New" button and fill out the form
  5. Note: The checkbox at the bottom of the form "Is Admin" should be checked only if you want the new team member to have access to ALL system data and all accounts. Leave this unchecked if you want the team member to see only his/her own information.

Removing a Team Member

If you wish to remove a team member please follow these steps below; 

  1. Select the CRM Tools menu
  2. From the left-side menu, click the top option "Team Management"
  3. Scroll down to "Team Members and Permissions"
  4. Locate the team member, and at the far right, click "Delete."
  5. In the popup, click the checkbox "Reassign to another user."
  6. Use the pulldown selector to designate another agent to receive the leads.
  7. In the blank, enter a Group name for all the leads being reassigned. We recommend using a name like "Leads from (departing agent's name)"
  8. Enter DELETE in the blank at the bottom of the form and click the button "Delete (name) (cannot be undone)"
  9. Note that this action is irreversible.

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