Settings

Adding Team Members With Permissions

Setting permissions for your inside team members allows you to control what your team can access in your Wise Agent account.

Change Inside Team Member Name

How to change my Inside Team Members name

Assigning Task from Checklist to Inside Team Member

Adding Logins for Inside Team Members

This option will allow you set permissions on what your inside team members can see and access in the account.

Wise Agent's Team Solutions

Wise Agent supports many real estate team styles, from small, close-knit teams to large, multi-tiered team structures. Choose to have all team members in one account, with or without permissions, or work closely with them in separate accounts through our Outside Team solutions.

Adding Inside Team Members

Adding Inside Team with NO PERMISSIONS. You can add additional team 4 team members in 1 account with no additional fee.

Earn a Free Account

Share your Wisdom

Share Content and Leads to Your Outside Team Members

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!

Adding An Outside Team

An Outside Team has a separate Wise Agent account and does not share yours. However, you can “link” your accounts to send each other information, such as appointments, checklist templates, contacts, logins, marketing programs, and vendors.

Sharing Clients

How to share your clients to Outside Team Members

Cell Email

The cell email is your 10-digit phone number, followed by the @ symbol and your phone provider's extension. For example, if your cell phone number is 480-836-0345 and your phone provider is Verizon - your cell email should appear as 4808360345@vtext.com. This allows you to receive text alerts from Wise Agent via email-to-sms delivery.

Share Your Wisdom

Refer 5 or more people to Wise Agent with a paid account and yours is free!

Wise Agent Settings

On the settings page, you can set your defaults for things like your calendar view, system notifications, and you email opt-in confirmation

Lead Tracker

The Lead Tracker is used for Outside Teams. This feature allows you to track the progress on all of the leads you have sent out and the leads that have been given to you. Whether you're the sending or accepting agent - you can view the lead status, date started, and last follow-up date.

Setting up Permissions

Setting Permissions for Team Members

How to Add or Change Your Profile Picture

Learn how to add in a new profile picture for your account or change the existing picture.

Outside Team

What does it mean to be an Outside Team Member?

Adding Outside Team Members

This article will give you instructions on how to add an Outside Team Member in your Wise Agent account.

Sharing Transaction Templates

Sharing Transaction Tempaltes with Outside Team Members

Sharing Appointments

Sharing event with Outside Team Members

Removing Outside Team Members

How to remove Outside Team Members from your account

Accepting Shared Items from Outside Team Members

This article is about accepting Leads, Events, and Templates from Outside Team Members.