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.
Owners, Global Admins, and Admins control how deals count toward each agent's unit total on the Agent Leaderboard and the Units Sold card.
A deal where an agent represents only one side (a listing or a buyer side) counts as 1 unit. A deal where the same agent represents both sides counts as 2 units.
Only the formal co-listing field on a deal ever splits a unit between two agents. Splitting commission through sales allocations never changes unit counts: whichever agent is tagged as the deal's lead keeps the full unit no matter how the money is divided.
Go to Settings > Leaderboard and find Split units on co-listed deals.
On (default): the lead agent and the co-listing agent each get half a unit.
Off: the lead agent keeps the full unit and the co-listing agent gets 0.
This setting applies to everyone in your business and keeps the Agent Leaderboard and the Units Sold card in sync, so both always show the same number for the same agent.
Owners, Global Admins, and Admins can control whether a co-listed deal splits unit credit between the lead agent and the co-listing agent. This setting applies to the Agent Leaderboard's Total Sales and the dashboard's Units Sold card, for everyone in the business.
Go to Settings and open the Leaderboard settings page.
Turn Split units on co-listed deals on or off.
On (default): the lead agent and the co-listing agent each get half a unit for a co-listed deal.
Off: the lead agent keeps the full unit for the deal and the co-listing agent gets 0.
This setting only changes unit credit. Sales volume and commission always follow whatever allocation or co-listing percentage is set up on the deal, no matter which mode is active.
