I cannot find a Consultant (sales rep or property manager) to attach to a listing?
Check Team Member Roles (Setup > Team Members)
Ensure team members are assigned the correct role for their listings:
- Sales Team: For Sales Listings only
- Property Management: For Rental Listings only
Important Role Restrictions
- Office Admin cannot be a Sales Consultant on a listing. This role is for administrative tasks only and doesn’t include sales 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:
- Go to Setup > Team Members
- Edit the team member’s permissions to allow both Admin and Sales Consultant roles
- Save the changes
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Office Admin can't be a Sales Consultant on a listing. Update their role as needed.
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Learn how to change team member permissions in the platform's help section or contact support for assistance.