Add and Track Custom Roles
Custom Role types help filter and build reports based on these types!
Add Custom Role
Go to your Brokerage menu
> Scroll down to ‘Deal People Roles’ Section
Click ‘New’ to add a Custom Role > Save
Default People Roles
Agent
Buyer
Lawyer
Outside Brokerage
Seller
Source Of Business
Edit Custom Role Click the pencil to Edit Custom Role Name
Once custom roles are added to the Brokerage you can add new contacts to the deal assigning the custom roles.
Use Custom Role in a Deal
Add a contact by clicking 'New' in the Deal's people page
Select the custom role (add the additional contact info)
Filter Deals by Custom Role Navigate to the Deal's page Click the 'Filters' button
Choose the custom role created in the dropdown to filter deals where this role was used