Team Source Fields are officially live in your ProTeam transaction Listing and Transaction creation flows!
These fields were designed to give you better visibility into your team’s impact and lead generation efforts—making it easier than ever to track where your business is coming from.
Here’s what’s new:
✅ Is this a Team Sourced Lead? – A simple yes/no toggle to indicate whether the client was provided to the agent from the team
✅ Lead Source – A customizable dropdown so you can define and track the lead programs most relevant to your team
💡 These fields can be edited at any point during the transaction, so your team stays flexible and accurate.
🎥 Watch how it works:
- How to set and customize your Lead Source options
2. Selecting fields during transaction creation & editing
We built this with your feedback in mind, and we’re excited to see how it helps you gain clearer insight into your team’s performance. As always, if you have questions or ideas, don’t hesitate to reach out.