Who keeps clients when someone leaves
Set your team's rules once, then Em handles the handover when someone goes.
Every team handles this differently, so it's your call. Set it under Team, then Clients and leads.
When someone leaves, they take
- All their clients: agents own the leads and clients they're given.
- Only the clients they brought: the team keeps its team leads.
- None: every client stays with the team.
Tick Deals under contract stay with the team to keep those either way.
Team leads
Clients you or an assistant add to an agent's book are marked Team lead. You can mark or unmark any client on their page.
Exporting
Untick Agents can export their contacts to stop agents downloading their contacts. You can always export.
When someone leaves
Open them on the Team page, tap Manage, then Leaving the team. Em lists what goes with them and what stays under your rules. Switch any client, pick who on the team takes the ones that stay, and confirm. Their notes, history, files, and to-dos move with each client.
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