Manage your team to add, edit, or delete team members and set permissions for accessing, deleting, and exporting data.
Note: To add a team member you must have an available license. For more information on adding additional licenses to your account, please contact our Sales team at 1-833-387-1911 or [email protected].
Adding an Agent
To add an agent to your team, follow the steps below.
- Log in to Top Producer® X CRM and go to Settings > Team Management.
- Click Add Agent.
- Enter the name, email address, username and password you would like the new agent to have.
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In the Permissions and Rights section, set the data access levels for the agent.
- Access data (contacts, transactions) – if this agent should be able to view all contacts and transactions regardless of who they are assigned to. Leaving this option unchecked will restrict this agent to view only contacts and transactions assigned to them.
- Delete or merge data – if you want the agent to be able to delete contact information (including all associated properties), transactions, and also be able to merge contacts.
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Export data from TopProducer – if you want the agent to be able to export contact information.
- Click Save Agent.
Congratulations, you’ve added a new agent. Provide the agent with the username and password, and instruct them to log in and set up their account. Refer them to the Quick Start Guide for more information.
Editing an Agent
To edit an agent, follow the steps below.
- Log in to Top Producer® X CRM and go to Settings > Team Management.
- Click the Edit icon
. - Edit the agent as desired.
- Click Save Agent
Deleting an Agent
To delete an agent, follow the steps below.
- Log in to Top Producer® X CRM and go to Settings > Team Management.
- Click the Delete icon
. - To avoid data loss, choose which remaining agent you would like the deleted agent’s contacts, tasks, and transactions assigned to.
- Click Assign Tasks & Delete Agent.