Creating a Team inside a Company Record
SM

Spiro Media

Created Dec 13, 2023

Creating a Team inside a Company Record

It is very common for Agents to work on a Team within a Real Estate Company. In Spiro you can create a team on a Company and then add Agents into this Team record

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10 Steps
1

Click on Clients…

Click on Clients…
2

Click on Companies

Click on Companies
3

Manage the Company you would like to add a Team

Manage the Company you would like to add a Team
4

Click on the Teams card

Click on the Teams card
5

Click on Create New Team

Click on Create New Team
6

Click on Create new Team

Click on Create new Team
7

Give the Team a Name

Give the Team a Name
8

Add Agents that belong to this Team

Add Agents that belong to this Team
9

Click on Save changes

Click on Save changes
10

Now you will have a Team with the agents added

Note: You can always go back and add or remove agents from this team by clicking the
"Edit" button by the team name.

Now you will have a Team with the agents added
Well done!
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