Groups & Sharing Workflow Templates

Groups are how you connect with other agents and share your templates: shared workspaces for teams, brokerages, and agent networks.

1. Open Groups from the left primary navigation.
2. Click Create group and name it.
3. The group has an access code: the credential other agents use to join. Share it with the people you want in.

1. On the Groups page, click Join group.
2. Enter the access code you were given.
3. You're in, and the group appears in your Groups list.

Opening a group shows its detail view: the access code, the group's members, and the templates shared into the group.

Pulse is the group's activity dashboard: key-metric tiles and a pipeline-by-phase view across the group's members, giving a team lead a read on where the group's business stands without asking around.

Sharing happens from the template side: within a template, use the share-to-groups option and choose which of your groups to share it with. Members of those groups can then see the shared template. Unsharing works the same way, from the same place.

This is the mechanism behind consistent team operations: a team lead builds and maintains the canonical templates, shares them with the team's group, and the team runs the same process.

• Treat the access code like a key: anyone with it can join. Share it deliberately.
• You can belong to multiple groups (your team, your brokerage, a referral network) and share different templates to each.