Getting Started with Users

Adding users to your Buying Buddy account is straightforward once you understand the available options. This guide will help you choose the right setup for your business.

Quick Overview

Buying Buddy offers two main approaches for adding users:

For Offices

Start with Roster Agents to add your entire team affordably. Roster Agents can:

• Display on their own listings
• Have complete profile pages
• Appear in office index and roster displays
• Receive lead notifications for their listings

Roster Agent pricing starts at just $10/month for up to 5 agents, making it practical to add your entire office.

For Teams

Add Lead Managers who need full CRM access. Lead Managers can:

• Manage all leads and contacts
• Access complete CRM features
• Set up property alerts
• Use email and text messaging
• Run marketing campaigns

Lead Manager pricing starts at $17/month per additional user.

Finding Your Path

Use this decision tree to determine the best setup for your business:

Choose Your Path

Office Setup

If you're setting up an office:

1. Start by adding all agents as Roster Agents
2. Identify key agents who need lead management
3. Upgrade selected agents to Lead Managers as needed

Team Setup

If you're setting up a team:

1. Begin with the included Lead Manager users
2. Add additional Lead Managers as your team grows
3. Consider Admin access for team leaders

Next Steps

Choose the guide that matches your needs:

• Setting Up Roster Agents for Offices
• Managing Lead Manager Users
• Understanding User Types and Permissions
• See the price list summary, or detailed pricing in your Account