broker guide
Team and permissions
Invite teammates from the Team page in Settings, give each person a role, and transfer a lead from the lead drawer, with the audit trail recording the move.
Last updated 26 May 2026
Invite teammates from Settings > Team. Roles: Owner, Manager, Agent, Viewer.
Lead transfer
Transfer a lead from the lead drawer. The audit trail captures who transferred to whom, when, and why.
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