Teams

How do I Create a New Team?
In the SetSchedule application, you have the ability to form teams, which allows you to collaborate and provide updates more efficiently with other professi...
Tue, 28 Dec, 2021 at 4:00 PM
How do I Upgrade my Team?
If you and the colleagues on your team work in the real estate industry and can benefit from accessing real estate buyer, seller, and renter leads, you shou...
Tue, 28 Dec, 2021 at 3:57 PM
How do I Remove Someone from my Team?
In the SetSchedule team environment, you have the ability to remove team members if you have admin or owner permissions. Follow these steps to remove a memb...
Tue, 28 Dec, 2021 at 3:36 PM
How do I Request Lead Allotment for the Referral Radar from a Team ?
When using the Referral Radar to obtain real estate leads, you can request Referral Radar allotment from teams you are a part of. If the team is a premium t...
Mon, 3 Jan, 2022 at 5:30 PM
How do I Edit Team Member Permissions?
In the SetSchedule ecosystem, you have the ability to edit team member permissions on teams where you are an Admin or Owner for the team. Follow these steps...
Mon, 3 Jan, 2022 at 4:16 PM
How do I Leave a Team?
In your SetSchedule account, you have the ability to leave teams that you do not want to participate in. Follow these steps to do so:  Please click the...
Tue, 28 Dec, 2021 at 4:16 PM
How do I Distribute Premium Team Licenses?
Premium Team Administrators can assign Premium Licenses to their team members. To do this, follow these steps:  Please click the link to take you to SetSc...
Tue, 28 Dec, 2021 at 3:37 PM
How do I Join an Existing Team?
In order to join an existing team, you will need to have the team owner or a team member with the ADMIN permission level add you to the team roster.  This ...
Mon, 3 Jan, 2022 at 3:34 PM
What is the Team Allotment Center?
The team allotment center allows Premium Team Admins (including the Team Owner) to distribute available Referral Radar lead allotment to the members of the ...
Tue, 28 Dec, 2021 at 4:26 PM
Who Should I add to my Team?
As a professional on the SetSchedule platform, you have the ability to create as many teams as you would like. You can follow these steps to create teams. W...
Tue, 28 Dec, 2021 at 12:57 PM