Team collaboration voor deals
Leer hoe je teamlids assigned aan deals, shared ownership managed, en effective collaboration enabled voor better results.
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Complex real estate deals require team collaboration. Tesoro CRM provides tools voor shared deal ownership, real-time nietifications, @mentions, en role-based access voor efficient teamwork.
Team members toewijzen
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1. Primary owner instellen
Elke deal heeft één primary owner:
- Open deal detail view
- Click op Owner field
- Select primary agent responsible
- Primary owner receives all nietifications
- Appears as main contact voor deal
Primary owner responsibilities:
- Overall deal accountability
- Client relationship management
- Deal progression oversight
- Final decision making
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2. Team members toevoegen
Add additional teamlids als 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 met viewings, follow-ups
- Administrative: Handles paperwork, scheduling
- Legal/Financial: Contract en financing support
- Manager: Oversight en approval
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3. @Mentions gebruiken
Tag teamlids in notes voor instant nietification:
- Type @ in any niete field
- Select teamlid from dropdown
- Add context over wat ze moeten doen
- 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 met direct link to deal.
Real-time collaboration features
Live updates (Pusher integration):
- See when teamlids zijn viewing deal
- Instant nietification bij 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 voor team collaboration
Veelgestelde Vragen
Kan ik ownership transferren naar andere agent?
Ja, je kunt primary ownership wijzigen via deal settings. All history en activities blijven preserved, en nieuwe owner ontvangt nietification. Commission split kan adjusted worden indien needed.
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