Company & Teams

15 articles in this collection
Written by Michiel Van Hove and Arie

Web Application

Company & Teams - Invite or delete company owners (web)

Discover how you can add you fellow company owners

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Unassigned Leads (web)

Discover how to assign leads to your team members

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Change your company Transaction Type (web)

Find out how to change your company's standard transaction type

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Edit Office info (Web App)

Configure measurement units and currency

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Setup team(s) structure (web)

Find out how to change your team settings

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Invite & Manage team members (web)

Find out how you can invite your co-workers to enjoy SweepBright too

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Assigning properties (web)

Find out how to assign certain properties to your team members

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Add Text Templates (web)

Find out how to add standard text templates and mailings

Written by Michiel Van Hove
Updated over a week ago

Company & Teams - Export contacts (web)

You can export your lead database in just a few clicks

Written by Michiel Van Hove
Updated over a week ago

Data Migration

How do I prepare my import files? (web)

If you plan to migrate your contacts and properties into SweepBright, use this guide to prepare your import file

Written by Michiel Van Hove
Updated over a week ago

Import your properties into SweepBright (15 min)

Migrate your properties into SweepBright

Written by Michiel Van Hove
Updated over a week ago

Import or migrate your contacts into SweepBright (15 min)

Migrate your leads & vendors into SweepBright

Written by Michiel Van Hove
Updated over a week ago

FAQ

Roles: team members and company owners

Learn about the difference between a team member, a team admin and a company owner

Written by Michiel Van Hove
Updated over a week ago

How can I create multiple teams? (web)

Find out how to create several teams within your organisation

Written by Michiel Van Hove
Updated over a week ago

How do I change the negotiator of a property ?

Follow these steps to change the negotiator of a property

Written by Arie
Updated over a week ago