You'll want to navigate to Clients/Agents--Agents--Agent Teams
Click the green, Add Team button and create your agent team:
Next, you'll create the new Team Name:
After saving the Team Name, you'll want to add agents to the team by clicking the Edit pencil in the Members column
Next, type in your agent name, and you will see that the auto-fill drop-down gives options based on what has been typed into the search
You will also notice a little red trash bin, that allows you to delete Team Members while searching to add new agents to the team.
Whereas back on the Agent Team grid(below), to delete members, you'll click the blue trash bin to remove agents.
You can also delete the entire agent team, by clicking the red/white trash bin icon to the far left of your Agent Team entry:
Further down on the Agent Team grid, you will see information regarding whether agents in the team are active along with financial information.
[Click on the image below to see the description clearly]
If you have any questions about this process please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.