To better help you and the way you run your business, two types of accounts are offered:

  • Individual

  • Team

Individual accounts are useful for business owners who work as individuals and might work with a partner but doesn't have to assign clients to another person.

Team accounts are useful for business owners and businesses that work in a group setting where multiple professionals work under one umbrella, such as Real Estate Brokerages/Groups, Lending, Law Firms, etc. They are similar to individual accounts in the sense that each professional/agent can see his or her own clients, adjust touches, add plans, but allow for a Team Administrator or Coordinator to see and manage the activity and clients, which may include adding new clients, assigning clients to professionals/agents, purchasing plans and packages on the brokerages behalf for the agent, adjusting touches, etc.

Both account types are considered full-functioning and have similar operations.

Did this answer your question?