Manage Teams

Introduction

REM empowers you to manage your real estate teams with ease and efficiency. Create dedicated teams, and maintain smooth workflows to ensure every member collaborates effectively.

By creating teams you can fully manage the permission to set up lead assignment rules inside the Lead Category. New leads can be automatically distributed to team members, notifying everyone so the available member can respond quickly.

Easily invite or remove team members, adjust User Roles, and streamline daily operations, ensuring your team stays organized and aligned. REM provides all the tools you need to simplify collaboration, boost productivity, and keep your real estate business running seamlessly.

Manage Team Through REM App

Create Team

You can create teams to ensure efficient collaboration and workflow management.

1. Tap the menu in the lower-right corner.
2. Go to Team.
3. Tap the + button.
4. Enter the Team Name.
5. Add a Description to define the team’s purpose.
6. Upload an image and tap OK.

Edit Team

You can edit a team by updating member roles, modifying permissions, adding or removing members, and adjusting team settings as needed.

1. Tap the three dots of the particular team.
2. Select the Edit Team option.
3. Update the Team Name, Description, and Image.
4. Tap Ok and the team will be updated successfully.

Adding Users/Agents to a Team

You can add Users/Agents to a team by simply following the steps:

1. Select the team to which you want to add your members.
2. Tap the + button.
3. Enter the email address of the team member, and tap Send Request.

There are two ways to add users/agents to a team:

1. Company-Created Users/Agents:
   • The company creates a users/agents account through its system. and then adds these Users/Agents, these Users/Agents are automatically added to the team without joining a request.

1. Self-Registered Users/Agents:
   • Users/agents create their own accounts independently.
   • When the company wants to add them to a team, an invitation request is sent.
   • The user/agent can either accept or decline the request.
   • If accepted, they are added to the team; if declined, they remain outside the team.

Removing Team Member:

1. Tap the three dots next to the team member’s name.
2. Select the Remove option.
3. Confirm by tapping Yes in the popup to remove the user from the team.

Delete Team

1. Tap the three dots of the particular team.
2. Select the Delete Team option.
3. Tab on Yes to delete the team permanently.

Manage Team Through REM Web Portal

Create Team

You can create teams to ensure efficient collaboration and workflow management.

1. Click on Teams from the side bar.
2. Click on Add New Team button at the right side.
3. Enter the Team Name.
4. Add a Description to define the team’s purpose.
5. Upload an image and Click on Add New Team. Team is created successfully.

Edit Team

1. Click the three dots of the particular team you want to edit.
2. Select the Edit Team option.
3. Update the Team Name, Description, and Image.
4. Click on Update and the team will be updated successfully.

Adding Users/Agents to a Team

1. Tap the + Add Team Members button inside the team where you want to add the Users/Agents.
2. Select the user/agents form the drop down.
3. Click on Send Request.

The company creates a user/agent account through its system. and then adds these Users/Agents, these users/agents are automatically added to the team without joining a request.

Removing Team Member:

1. Click on the three dots(…) on the profile of the team member.
2. Select the Remove from Team option.
3. Confirm by tapping Yes in the popup to remove the User/Agent from the team.

Delete Team

1. Click on the three dots of the particular team.
2. Select the Delete Team option.
3. Click on Yes to delete the team permanently.