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Step 2: associate team member

To associate a team member, enter the following information:

  • First Name & Last Name: enter the first and last name of the team member

    Associate team member - name fields.png
  • Contact details & product type

    • Team Mobile: enter mobile number of the team member (should be a work mobile number)

    • Team Phone: enter phone number of the team member

    • Team Email: enter email address of the team member

    • Specify which products the team member uses: tick Rentals, Sales, BDM, as appropriate

  • Team Role: specify what role the team member has in the company, click Next
    Don't worry too much about the accuracy of what is chosen, as long as you can differentiate between lettings, sales etc.

    Associate team member - team role menu.png

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