Removing an agent from a team or partnership

To open the Agent administration - View or edit agent page: From the Setup menu, click Team/Partner setup.

If you are the responsible agent The responsible agent is the account owner who is responsible for administering the team or partnership. of a team or partnership, you can delete an agent from your team or partnership. This will delete the agent's account and permanently prevent them from accessing the program.

Important:  Deleting an agent will remove not only the agent, but also any assistants they have created.

To delete an agent

  1. From the Agent administration - View or edit [team/partnership] page, select the agent you want to delete.

  2. Click the Delete agent action menu item.

  3. Note:  You can't delete the responsible agent.

    The Delete agent dialog box opens.

  4. From the drop-down list box, select who you want to assign the agent's activities, leads, referrals, listings and closings to.

  5. Click Yes to confirm deletion.

  6. The agent account is deleted and all activities, contacts and transactions are assigned to the agent you chose.

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