In RealScout, there are two ways to use your account as a team.
The first is, multiple RealScout accounts can be linked together. While maintaining separate databases, the agents will have a new button to assign clients back and forth.
How to request the assigned feature?
Email us at firstname.lastname@example.org and provide our Member Success team with the following agent account details to be linked:
- Full Name
Full Name and Email as shown in RealScout for all agents wished to be linked.
How does it work?
All individual RealScout accounts will be linked together with the team lead assign feature. All agents can assign leads and their property alerts back and forth to their teammates. Once a lead/client is assigned to the teammate, their property alerts will too. The lead/client will no longer be visible in the initial agent's account. The only information that is not transferred over are the private agent-to-client messages.
Video Tutorial: How to assign a client to your teammate?
Step-by-step: How to assign a client to your teammate?
To assign a lead/client to an agent on your team,
- Go to that client's profile by clicking on the Clients tab on the left navigation bar.
- From the Clients list, click on the client's name you want to assign.
- Once their profile opens, click on the tab Client Details.
- From there, you'll see a section called Assign to Teammate.
- Choose the teammate from a drop-down window.
- Click Assign.
The second is, adding a secondary email to your account.
To set up a Single RealScout Account with two people, you must add a secondary email address to your existing account. First select "Profile" from the "My Account" menu in the upper right of the screen:
On the Settings page, enter Secondary Email address. When you do, some options will appear below it. Here you will specify who gets which notifications from the RealScout system:
Any questions? Please contact us at email@example.com.