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.
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.
This article is about accepting Leads, Events, and Templates from Outside Team Members.
Sharing Transaction Tempaltes with Outside Team Members
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.