Team and Brokerage Tools & Controls

Share Content and Leads to Your Outside Team Members

Empower your team with seamless content sharing and collaboration using Wise Agent CRM. Our platform supports diverse team structures and facilitates easy sharing of content, drip campaigns, and more. Say goodbye to cumbersome file transfers and streamline your workflow with Wise Agent CRM. Let us handle the heavy lifting for you!

Adding and Removing Outside Team Members:

Below we'll cover how you can add and remove an outside team member and how you can grant login access with permissions to your account.

Outside Team Members: Accepting Shared Items

This article is about accepting Leads, Events, and Templates from Outside Team Members.

Team Mentions (@mentions)

Did you know that you can use @mentions to notify your inside and outside team members about specific notes, similar to mentioning someone on Facebook or Instagram? Follow the steps below to get started!

How to Track Agent Logins and Activity

Discover how to easily track agent logins and activity within the Wise Agent reporting dashboard. Exclusive to our Enterprise accounts, this powerful feature enables brokers & admins to monitor agent performance, review login counts, & maintain team accountability.📈

Linking Custom Checklist Templates To Your Enterprise Promo

💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!

Linking Custom Email Content (Content Library) To Your Enterprise Promo

💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!

Linking Custom Drip Campaigns To Your Enterprise Promo

💡 To utilize this feature, you must first message your assigned Enterprise specialist to enable this feature on the backend!

How to Use Outside Team Solution for Seamless Collaboration

Wise Agent’s Outside Team solution lets you connect with other agents while keeping your database private. Share key items like calendar appointments, transaction templates, marketing content, and contacts; streamlining teamwork without sharing the same account.