The Business section manages company details, lead sources, team members, and permissions.
Manage your business details, including:
Business name
Business address
Business phone number
Brokerage cut (if applicable)
Only the following roles can add or manage lead sources:
Owner
Super Admin
Admin
Preloaded lead sources are included by default.
Click the X icon to delete a lead source.
Click the pen icon to edit a lead source name.
Click Update Lead Source to save changes.
Click the green Add Lead Source button.
Enter the lead source name.
Save to apply changes.
Sort team members by:
Name
Role
Use the search bar to quickly find a team member.
Click into a team member's account and choose:
Edit
Log In
Permissions
Note: Owners, Super Admins, and Admins can edit all accounts. Agents can edit only their own accounts.
Some plans cap the number of active team members. The Member plan supports up to 6 users.
If your business is at its seat limit, the Add Team Member button is disabled and shows how many users your plan supports.
To add another team member past the limit, either remove an existing user or upgrade your plan from Settings > Financial > Billing.
Agents and Admins who hit the limit see a message asking them to contact their team owner to upgrade.
You can:
Upload or update a profile photo.
Edit:
Name
Phone number
Role
Choose who receives the reset email:
The team member
The owner
Both
Click Yes, Send Email.
Click Update Team Member to save.
Click Log In to impersonate another user.
An "Impersonation in Progress" message will appear.
Sessions last 30 minutes.
Click Reimpersonate to start a new session if needed.
Note: The user must have created a login before impersonation is available.
Owners and admins can control overdue task reminders for the entire business.
Owner
Global Admin
Admin
Go to Settings and open Reminders (under the Notifications section).
Find Overdue task reminders.
Turn the toggle on or off. The change applies to all tasks in your business.
Reminders are sent when a task becomes overdue at 1, 3, and 7 days past the due date.
Recipients include the assignee and, when available, the task creator.
Each checkpoint is sent once per task. Duplicate reminders for the same checkpoint are suppressed.
