Teams in Reapit Sales

Teams in Reapit Sales

This article covers Teams related processes within Reapit Sales.

The processes in article include:

• What is a Team?
• Create a Team
• Add Staff to a Team
• Staff Permissions - Teams
• Delete a Team
• Edit a Team Name
• Team’s Open Homes & Events
• View All Team Members

Jump to process:

What is a Team?| Create a Team | Add Staff to a Team | Staff Permissions – Teams | Delete a Team | Edit a Team Name | View All Team Members

What is a Team?

Setting up a team in Reapit Sales will allow you to group staff to access data and perform tasks on behalf of others within their allocated team.

An example of a Team may be 'Team Brown' consisting of:

• Lead Agent - John Brown
• Personal / Executive Assistant - Beth Mitchell
• Associate Agent - Simon Walker

Creating a Team provides staff within that Team additional contact and property sharing permissions such as:

• View team member's Notes, Tasks, Appointments and Communication History.
• Assign Tasks to team Members.
• Edit team member's Tasks (If ‘Edit Team Tasks’ permission assigned).
• View team member's Contacts.
• Edit team member's Contacts (if ‘Edit Team Contacts’ permission assigned).
• View team member's Properties.
• Edit team member's Properties (if 'Edit a Property' permission assigned).
• Create Letters on behalf of team members.
• View team member's Custom Contacts Classes.
• View team member's Letter Templates.
• View team member's Activity Schedule Templates.

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Create a Team

1. Click on My Office from the main menu.

2. Search for the Staff Member in the left-hand panel, then click on the staff member's name to open their staff card.

3. In the Team's drop-down select Add New Team.

4. Enter the Team Name and click Save.

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Add Staff to a Team

Note: Permissions may apply

1. Click on My Office from the main menu.

2. Search for the Staff Member in the left-hand panel, then click on the staff member's name to open their staff card.

3. Select the Team Name from the drop-down ****and click Add.

Click save changes.

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Staff Permissions - Teams

Note: Only Master users (and staff with relevant access) can update Permissions on a Staff card.

1. To adjust Permissions relating to a Team:

• Click on the Access Tab within the respective staff member’s Staff card.
• Select the ‘Team’ related Permissions - as applicable:

Key Permissions:

Send on Behalf of Team	Allows team members to communicate on behalf of Team Members. Applies to all forms of communication which this User has permissions to use. (e.g. Emails, E-Newsletters, SMS & Mail Merges).
Edit Team Contacts	Allows User to edit the "Contact Card" of a contact assigned to a Team Member.
Edit Team Task	Allows User to edit, complete, delete or re-assign Tasks created by or assigned to Team Members.
Report on Behalf of Team	This permission allows the User to run Reports on behalf of all Staff Members within their Team(s).

2. Click on Save to apply the changes.

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Delete a Team

To delete a team, send a request to support.

In the Support request, be specific in the ‘Team/s’ that need to be deleted.

For example: “Hi Support,

Can you please delete the Team named ‘Team Ricardo’. This Team is no longer required.”

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Edit a Team Name

1. Navigate to your profile or search for a staff card to edit a team name.
2. Select the Team Name from the drop-down ****and click Edit.

3. Edit accordingly and click Save.

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View All Team Members

1. Click on Reports.
2. Navigate to and select Performance > Performance Report.
3. Adjust the Filter from All to the respective Team, eg: ‘Team Brown’, Click on Apply Filters.
4. Scroll to the bottom of the Performance results to view all Team members.

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