How to Form a Team

How to Form a Team

Forming a team in Touchbase allows you to delegate messages to other team members when working together on a listing.

Setting up a team

If you work with one or more co-listing agents or an assistant, setting up a team in Touchbase makes showing management much more efficient. To learn more about this, read the article about Teams and co-listing agents.

How to set up a team

In the Touchbase mobile app, go to Settings > My team > Add a team member. You can then search for the name of the person you wish to add to your team. Select the member and then click Save. Repeat this step if you have multiple members to add.

One you have added all your team members, each of them will need to go into their app and accept your request.

Note: everyone in a team must accept everyone else in the team. This means that not only does each member need to accept your invitation, they also need to accept each other's invitations.