Changing your team leader

Head over to your team's menu, under your brokerage menu and click the pencil next to the agent's name who you want to be the new team leader

In the popup, click make team leader

Save for this change to take effect!

• Related Articles

• Teams and Team Deductions

  Creating a team Once team deductions are created as a Brokerage template, you can apply them to specific teams. Go ahead and create a team in the Brokerage Menu under 'Teams'. Click on the '+New' option to create a new team. Enter the primary Agent ...

• Changing a post date

  Sometimes you will need to change the payout date of a deal, to do that, head to the payout commission page> expand the Agent's payout section by clicking the dropdown arrow  Once the section is expanded, update the post date to your desired date Pay ...

• Making changes to commissions or deductions after the payout to the agents

  In this sample deal, the transaction is closed and payments have been made out of Xero.  Scenario 1: Agent Overpayment - Agent owes the Brokerage funds In scenario 1, either the original commission and allocations can be adjusted down which creates a ...

• Changing a Listing to a Deal

  Great, your Brokerage just sold one of its Listings! You've done most of the hard work by entering in the deal details, now let's move that Listing to a Deal. Log into the app and go to your Brokerage Name > Listings >Listings # > Create Deal> Upload ...

• Removing and/or Changing the Primary Agent on a Deal

  Reasons why you would Remove or change the Primary agent on a deal: You created a deal with the wrong agent Your Document management Software assigned the wrong agent as Primary Change Primary Agent The agent the deal is created with always defaults ...