If you have multiple clients from the same brokerage or office, creating a client group can help you stay organized and manage them more efficiently. Groups also allow you to apply shared settings, assign pricing tiers, and give Group Admins access to all clients and property sites within that group.
How to create a new client group
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Groups tab.
Step 2: Click "Create a New Group."
Step 3: Enter the group contact information.
Step 4: Assign a Broker/Owner, if desired.
Step 5: Assign a Sales Manager, if desired.
Step 6: Select a pricing tier, if desired.
Step 7: Upload a default group logo.
Step 8: Click "Save Updates."
Step-by-step
Step 1: Click the Groups tab at the top of the page.
Step 2: Click the "Create a New Group" button.
Step 3: Enter as much of the Group Contact Info as possible on the Group Details page.
Step 4: If applicable, select the Broker/Owner by typing their name into the Broker/Owner drop-down menu.
Step 5: If applicable, select the Sales Manager by typing their name into the Sales Manager drop-down menu.
Step 6: In the Group Configuration section, select a pricing tier from the Pricing Tier drop-down menu, if you have one configured for this group.
Step 7: In the Default Logos section, click the gray image placeholder to upload the group's default logo.
Step 8: Click the "Save Updates" button to create the new group. Note: Once the group has been created, you can begin assigning clients to it.
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