You are able to create Teams inside of TotalBrokerage. This feature allows Teams to be seen in the CRM Contact card and within a transaction as well. Follow the steps below to learn how to create a team!



Under Setup, click on Teams. 



Inside of Teams, you can view the current teams and also add a new team. If you need to add a new team, click Actions, in the top right, and select Add a Team.




When Add a Team is selected, a name will need to be created for the team. You can also check the following options.

The following options are:

  • 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 



Click on the Members tab next. This is where you can add or remove team members. Click the plus button to add a team member. Select the Team Lead/Transaction Coordinator checkmarks to designate a member as such.



To remove a team member, click on the minus button to remove the agent. Click the blue Save button in the bottom right when finished.