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Team & Collaboration

4 articles in this section

How Do I Create Property Agents and Assign Them to Listings?

Learn how to create property agents, assign them to listings, manage agent information, and understand how Propel uses agent assignments for personalized responses.

How Do I Set Up My Team?

Learn how to add team members to your Propel organization, manage roles and permissions, send invitations, and remove members when needed.

How Do Shared Mailboxes and Routing Work?

Learn how mailboxes are shared within your organization, how to route inquiries to team members, and how to set up effective routing rules using handoffs and automation.

How Do Team Collaboration Features Work?

Learn how team members collaborate in Propel using internal notes, mentions, handoffs, and activity feeds to work together on prospects and conversations.

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