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How to Set Team Member as Primary Contact

How to set a team member as the primary contact on a property

Updated over 2 months ago

Connecting team members to specific communities or properties ensures they see and manage only the homes relevant to their work. This helps keep workflows organized, improves accountability, and reduces confusion, especially for teams operating across multiple communities or divisions.

You can designate one team member as the primary point of contact for a property.

Set a Primary Contact (Optional)

  1. Locate the property

    Search for the property from the Home index

  2. Locate the team member

    Click Team under People

  3. Click the ellipsis () next to their name

  4. Select Primary Contact.

The primary contact is typically the main representative buyers and internal teams reference for that property.

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