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!



Under Setup, click on Teams. 



Inside Teams, you can view the current teams and add a new one. 

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. 

This plan will apply to ALL members of the Team.



Activity: Here, you can create notes about the team, which will only be visible to managers.