I cannot select a Consultant (sales rep or property manager) to attach to a listing?

I cannot select a Consultant (sales rep or property manager) to attach to a listing?

If you can't select a team member as a consultant/agent for a listing, check the team member is assigned the correct role for this type of listing:

Check Team Member Roles (Setup > Team Members)

  1. Sales Team: For Sales Listings only
  2. Property Management: For Rental Listings only

Important Role Restrictions

  • Office Admin cannot be a Sales Consultant on a listing by default. This role is for administrative tasks only and doesn’t include sales or rental duties

If the Agent's Role is Office Admin but Needs to Handle a Sales Listing

To enable an Office Admin to work on a sales listing:

  1. Go to Setup > Team Members
  2. Edit the team member’s permissions to allow both Admin and Sales Consultant roles
  3. Save the changes
Alert
Office Admin can't be a Sales Consultant on a listing. Update their role as needed.
Info
Learn how to change team member permissions  or contact support for assistance.