Agents on Brochure (3.0)

3 hours ago
Website3.0 ConsoleContent DashboardCommunities (3.0)

Step 1: Add Team Members to Your Global Library

  1. Navigate to the Content Dashboard from the main dashboard.
  2. Select Team from the left-side navigation menu.
  3. Ensure all team members who need to be assigned to communities or receive lead communications are present.
  4. If a team member is missing, click the yellow + Add Member button in the top right, fill in their information, and click Submit. See tutorial here.

Step 2: Assign Team Members to a Specific Community

  1. Click Communities in the left menu.
  2. Select the specific community you are configuring.
  3. Click the Team tab at the top of the community settings.
  4. Click + Add Member to open your team member library.
  5. Click on the desired agent(s) and click Assign.

Step 3: Configure Agent Visibility & Email Preferences

Click the edit icon (pencil) on an assigned agent’s card to configure their settings:

  • Visible on Website: Toggle this on to display the agent on the front-end community details page under the “Meet the Team” section.
  • Community Agent: Toggle this on to CC the agent on brochure emails sent to prospective buyers. When a lead emails themselves a brochure PDF, all toggled Community Agents will receive a copy of the email containing the lead details and PDF attachment.

Note: You can mix and match these settings (e.g., have an agent CC’d on emails without displaying them on the public website, or vice versa).

Step 4: Set the Primary Agent for the Brochure

  1. On the brochure PDF, space is limited to display details for only one primary agent.
  2. Look for the yellow Primary Agent indicator tag on the team card.
  3. To change the primary agent, drag and drop the preferred agent’s card to the far left of the team list. The yellow marker will automatically move to the leftmost agent.

Pro-Tip: If you have multiple agents and do not want to display a single person on the brochure, create a generic team profile with a shared email address (e.g., info@yourcompany.com). Set this profile as the Primary Agent so brochure leads go to a shared inbox that all agents can access, while keeping individual agents toggled as Community Agents so they remain CC’d on notifications.