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Setting permissions for your inside team members allows you to control what your team can access in your Wise Agent account.
How to change my Inside Team Members name
This option will allow you set permissions on what your inside team members can see and access in the account.
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.
Inside Team Members share your Wise Agent account, enabling simultaneous login on different computers and access to shared resources such as the contact list and calendar. You can even create custom logins with specific permissions for an additional monthly fee per individual team member. Follow the steps below to get started!
Share your Wisdom
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!
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.
How to share your clients to Outside Team Members
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.
Refer 5 or more people to Wise Agent with a paid account and yours is free!
On the settings page, you can set your defaults for things like your calendar view, system notifications, and you email opt-in confirmation
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 Permissions for Inside Team Members
Learn how to add in a new profile picture for your account or change the existing picture.
What does it mean to be an Outside Team Member?
This article will give you instructions on how to add an Outside Team Member in your Wise Agent account.
Sharing Transaction Tempaltes with Outside Team Members
Sharing event with Outside Team Members
How to remove Outside Team Members from your account
This article is about accepting Leads, Events, and Templates from Outside Team Members.
Details on how to set up your profile in your Wise Agent account with all your important information.
We are introducing a new Multi-Factor Authentication (MFA) feature to enhance security for primary account holders, inside team members, and outside team members. This added layer of protection will require you to verify your identity through a second form of authentication, such as a text message or email verification, in addition to your password. By implementing MFA, you can ensure that account access remains secure, protecting your data from unauthorized access.
The daily agenda provides a summary of your scheduled events due for the day. If you no longer wish to receive this email notification, follow these simple steps to disable it!