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This article is about accepting Leads, Events, and Templates from Outside Team Members.
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.
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.
What does it mean to be an Outside Team Member?
How to remove Outside Team Members from your account
Sharing event with 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.