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Company & Teams
15 articles
Company & Teams - Invite or delete company owners (web)Discover how you can add you fellow company owners
Company & Teams - Unassigned Leads (web)Discover how to assign leads to your team members
Company & Teams - Change your company Transaction Type (web)Find out how to change your company's standard transaction type
Company & Teams - Edit Office info (Web App)Configure measurement units and currency
Company & Teams - Setup team(s) structure (web)Find out how to change your team settings
Company & Teams - Invite & Manage team members (web)Find out how you can invite your co-workers to enjoy SweepBright too
Company & Teams - Assigning properties (web)Find out how to assign certain properties to your team members
How to add Text Templates? (web)Find out how to add standard text templates and mailings
Company & Teams - Export contacts (web)You can export your lead database in just a few clicks
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
Import your properties into SweepBright (15 min)Migrate your properties into SweepBright
Import or migrate your contacts into SweepBright (15 min)Migrate your leads & vendors into SweepBright
Roles: team members and company ownersLearn about the difference between a team member, a team admin and a company owner
How can I create multiple teams? (web)Find out how to create several teams within your organisation
How do I change the negotiator of a property ?Follow these steps to change the negotiator of a property