Using the Team Directory

Find any team member and contact them without leaving the platform.

What the directory shows

The Team Directory lists every CRM user with their photo, role, and contact information, and is searchable by name.

Contacting a teammate

The Email button opens the in-app CRM mail modal, so the message never leaves the platform. The Message button opens a Team Chat direct message with that person.

Agent profiles

Each member has a full profile with bio, license number, languages, and service areas, so you can route the right lead to the right agent.

License number in email signatures

On My Profile, each agent enters their own license number and the state that issued it. The state defaults to your Main Office. The number appears in client email signatures with the wording standard for that state — DRE# in California, License # elsewhere — and the License Label field lets an agent use their own wording instead.

Team members who are not licensed simply leave the number blank, and no license line is shown. In states whose advertising rules require the number on client email (California and Nevada), a licensed agent must add it before sending.

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