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Empower your team with seamless content sharing and collaboration using Wise Agent CRM. Our platform supports diverse team structures and facilitates easy sharing of content, drip campaigns, and more. Say goodbye to cumbersome file transfers and streamline your workflow with Wise Agent CRM. Let us handle the heavy lifting for you!
Below we'll cover how you can add and remove an outside team member and how you can grant login access with permissions to your account.
This article is about accepting Leads, Events, and Templates from Outside Team Members.
Did you know that you can use @mentions to notify your inside and outside team members about specific notes, similar to mentioning someone on Facebook or Instagram? Follow the steps below to get started!
Discover how to easily track agent logins and activity within the Wise Agent reporting dashboard. Exclusive to our Enterprise accounts, this powerful feature enables brokers & admins to monitor agent performance, review login counts, & maintain team accountability.📈
💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!
💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!
💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!
Wise Agent’s Outside Team solution lets you connect with other agents while keeping your database private. Share key items like calendar appointments, transaction templates, marketing content, and contacts; streamlining teamwork without sharing the same account.