Team Collaboration for Deals
Learn how to assign teamlids to deals, manage shared ownership, and enable effective collaboration for better results.
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Complex real estate deals require team collaboration. Tesoro CRM provides tools for shared deal ownership, real-time nietifications, @mentions, and role-based access for efficient teamwork.
Assigning Team Members
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1. Set Primary Owner
Each deal has one primary owner:
- Open deal detail view
- Click on Owner field
- Select primary agent responsible
- Primary owner receives all nietifications
- Appears as main contact for deal
Primary owner responsibilities:
- Overall deal accountability
- Client relationship management
- Deal progression oversight
- Final decision making
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2. Add Team Members
Add additional teamlids as collaborators:
- Click + Add Team Member
- Select agent from list
- Assign role: Support agent, Legal advisor, Assistant
- Set permissions (view, edit, manage)
- Configure nietification preferences
Team member roles:
- Support Agent: Helps with viewings, follow-ups
- Administrative: Handles paperwork, scheduling
- Legal/Financial: Contract and financing support
- Manager: Oversight and approval
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3. Use @Mentions
Tag teamlids in notes for instant nietification:
- Type @ in any niete field
- Select teamlid from dropdown
- Add context about what they need to do
- They receive instant nietification
Effective @mention usage:
@john please follow up with buyer about financing@maria can you schedule second viewing for Thursday?@carlos approval needed for discount offer
Tagged members receive nietification with direct link to deal.
Real-Time Collaboration Features
Live updates (Pusher integration):
- See when teamlids are viewing deal
- Instant nietification on status changes
- Real-time niete additions visible
- Activity feed updates live
Shared inbox:
- All teamlids see client emails
- Email threads linked to deal
- Sent emails visible to whole team
- Prevents duplicate communications
Collaborative notes:
- Multiple members can add notes simultaneously
- Comment threads on notes
- Edit history preserved
- Private vs shared notes option
Best Practices for Team Collaboration
Frequently Asked Questions
Can I transfer ownership to aniether agent?
Yes, you can change primary ownership via deal settings. All history and activities are preserved, and new owner receives nietification. Commission split can be adjusted if needed.
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