Welcome to this guide on managing teams and offices with Buying Buddy.
This guide will show you how to set up and manage your multi-user Buying Buddy account for teams and offices. You’ll learn how to add users, assign roles, distribute leads and use advanced features.
User Management
Add Users
Steps to add a new user
- Step-by-step process for adding new users
- Set User Service Levels and Permissions
- User fees and billing explained
Service Levels Explained
How to select service levels and permissions:
- Overview of the 4 different Service Levels
- Matching service levels to team roles and responsibilities
Add Roster Agents
Include all your agents:
- What are Roster Agent level benefits
- How to add and manage Roster Agents
Team Collaboration
User Roles
Enhance teamwork with role-based lead management:
- User Roles
- Roles in multi-user accounts
Setting Up a Common Team Phone Number
Present a unified front to potential clients:
- Why a shared team number
- How to set up and use this feature
Lead Distribution and Assignment
Lead Assignment Policies
Start here to understand how leads can be assigned.
- Lead assignment methods, rules and options
- How to customize for your team
Agent Territory Assignment
Match leads to the right agents automatically:
- Create and manage agent territories
- Best practices for territory based assignment
Utilizing Round Robin Assignment
- Set up Round Robin
- Monitor and adjust for fair distribution
Forcing Lead Assignment
- Website Assignment and Referral ID methods
- When to override auto assignment
Case Study: Optimizing Lead Assignment
See lead assignment strategies in action:
- Real-world example of effective lead assignment
- Troubleshooting and fine-tuning
Advanced Office Features
Business Center
- Set up your team’s central hub
- Organize information and resources
Video Library
- Add and organise training videos
- Make the most of video content
Agent Websites
- Integrate Buying Buddy with agent sites
- Permissions across multiple sites
Linked Users
- What are Linked Users
- When and how to use linked accounts
Team and Office Widget Options
User Variables
Display agent info on your site
Office and Agent Index Widget
Show your team roster on your website
Team Management Checklist
Use this checklist to set up your team:
- Add all team members to your account
- Set user service levels
- Set up user roles
- Lead assignment policies
- Agent territories if required
- Business Center for team resources
- Add team widgets to your site
Remember: A tidy team with processes in place is key to success in real estate. Use Buying Buddy to streamline your team and collaborate better.
If you need help, please login to your Buying Buddy dashboard and click the Question Mark icon in the top menu.