As an Admin, you have full control over the creation, maintenance, and goal-tracking for every team in your brokerage.

🏗️ Step 1: Creating a Team Entry

⚠️ Important: You must ensure all individual team members are already added to your Agent Roster before they can be assigned to a team.

1. Access Settings: Select the Settings icon ⚙️ in the upper right-hand corner.

2. Open Teams: Select Teams under the Company category to view your Team Dashboard.

3. Start New Team: Click the + New Team button in the upper right.

4. Configure Details: 📝

   • Name the team and designate a Team Leader.

   • Set lead routing rules (who gets the leads first?).

   • Select the "From" email identity for team-wide communications.

   • Input commission plans or sync details with Dash.

5. Save: Once complete, your team will appear on the dashboard! 💾
   

👨‍👩‍👧‍👦 Step 2: Adding & Removing Team Members

1. Select the Team: From the dashboard, click on the team name to open the Team Details page.

2. Add Members: In the Member box, start typing a name. The system will autofill suggestions from your roster. Click the agent to add them. 🔍

3. Manage Roster: Continue adding until the team is complete.

4. Remove Members: Click the three-dot action button ⋮ next to an agent's name and select Remove.
   

🎯 Step 3: Setting Team Goals

Keep your teams motivated by tracking their performance through the ClientBAY Transaction Software.

• Navigate to Goals: Select the Goals tab at the top of the Team Details page.

• Input Targets: Fill in the desired goals and press Save 💾.

• Update Stats: If goals change mid-year, edit the numbers and press Recalculate then Save.

• Print Reports: Click the Print button 🖨️ to download a YTD (Year-to-Date) report showing exactly how close the team is to hitting their targets.
  

• SiteType - This is what the website will be designed for. Since we're creating a team select "iQ Web Agent Team Website"
• Associate - Here you will choose who the domain belongs to. This will be the profile it displays, and it will pull settings from the profile as well.
  
  • Since we're creating a team website, there will be another field titled "Team". In that field you will select the team that the domain will belong to.
• Domain Name - This will be the domain name that displays in the URL. If you are creating an agent/team site, the domain should have the brokerage site in its name. For example, if the brokerage was named realistiq.com, you would type something like: kristian.realistiq.com. DO NOT type "www." or "http".
• Force SSL - If you bought an SSL certificate you can force the domain to use it. SSL is used to have secure connections when browsing the web. 
• Site Name - This is what title of the page will be. Example: Vegas Real Estate - Coldwell Banker
• City - Type in the main city used.
• Template Name - This is the template/design that will be used on the website.  *This can be edited on the front end.*
• Template ID - This is the color of the template. Examples: cbblue, blueice, green, orange. *This can be edited on the front end.*
• Default MLS ID - This is no longer used, and is deprecated. The website gets MLS information from the "Office ID List" field.
• Office ID List - This is what offices are going to be tied to this domain, it will pull the MLS information from these offices. Be sure to select every office that the team members belong to. 
• Office Listings First - This will show office listings first, and IDX listings last. 
• Search All MLSIDs - If this is set to no, the website will not show/pull any IDX listings. 
• Lead Sources - The fields between "Search All MLSIDs" & "For Sale Registration", are all related to the lead sources you want to use. 
• For Sale Registration - This field will force leads to make a property watch account, when viewing listings. 
  
  • Offer: will only ask once per visit to the site, and allows the lead to close it.
  • Nag: will show per viewed property, and allows the lead to close it. 
  • Forced: will show per viewed property, does not allow the lead to close it. 
• Market Analysis Registration - This field will force leads to make a property watch account, while on the "Whats my home worth" page. 
• Analytics Data - Here you can input multiple google analytics codes to keep track of the lead/people visiting your site. Example: UA-12345678-1
• Property Types - Allows you to filter property types.
• SMS Keyword -  This is used if you have our SMS feature, and allows leads to view properties by texting this keyword.
  

Once you are finished, press Save.