👥 Managing Teams in Back At You: A Complete Guide

Overview: This guide walks Admins through the process of creating a real estate team, managing members, establishing a professional brand, and launching a dedicated team website.

🏗️ Step 1: Create a New Team

Before you begin, ensure all individual team members are already added to your Agent Roster.

1. ⚙️ Access Settings: Click the Settings icon in the upper right-hand corner of your dashboard.

2. 🏢 Open Teams: Under the Company category, select Teams to view your Team Dashboard.

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

4. 📝 Configure Details: Name the team, assign a Team Leader, and set your lead routing rules.

5. 💾 Save: Click Save to finalize. Your team will now appear on the dashboard!

👨‍👩‍👧‍👦 Step 2: Add or Remove Team Members

Keep your team roster up to date to ensure leads are routed to the right people.

1. 🔍 Select the Team: Click on the specific team name from your dashboard to open the Team Details page.

2. 👤 Add Members: In the Users Tab, click +add user and start typing an agent's name. Select their name from the automatic suggestions.

3. 🗑️ Remove Members: To remove an agent, click the three-dot action button (⋮) next to their name and select deactivate.

🎨 Step 3: Team Photo and Branding

Make your team stand out by adding high-quality photos and logos to your marketing materials.

1. 🖼️ Upload Profile Photo: From the Team Details page, upload your Team Profile Photo. This serves as the primary profile image for the teams marketing.

2. 📐 Upload Team Logos: Upload your logos to ensure your branding looks professional on any background:

   • Light Logo: Upload a version to be used on dark backgrounds.

   • Dark Logo: Upload a version to be used on light backgrounds.

3. 💾 Save Your Progress: Click the Save button in the upper right-hand corner to lock in your branding.

🎯 Step 4: Set and Track Team Goals

Keep your agents motivated by tracking their performance through the Back At You software.

1. 🚩 Navigate to Goals: Click the Goals tab at the top of the Team Details page.

2. 🔢 Input Targets: Fill in your desired production goals and click Save.

3. 🔄 Update Stats: If goals change mid-year, edit the numbers, click Recalculate, and then click Save.

4. 🖨️ Print Reports: Click the Print button to download a Year-to-Date (YTD) report.

🌐 Step 5: Create a Team Website

Give your team a dedicated online presence with a custom-branded domain.