Dec 12, 2022
895
It is expected that, over time, agents will move from one office to another. To update your records in GrowthZone and Flex, this must be done by first going into FLEX and transferring the agent to the appropriate office. Then you will perform the steps below to transfer the agent in GrowthZone.
- Go to the Real Estate tab of the agent and turn off the "Sync with MLS" option. This will ensure that a sync does not occur in the middle of the change and send partial info, resulting in an error.
- Using standard GrowthZone procedure, link the agent to the new office. See Link an Individual to additional Business/Organization for instructions.
- For the desired agent, click the Real Estate tab
- In the MLS Information section, click the pencil icon
- Select the desired office from the Office Tech Id list. NOTE: If the desired office is not available for selection, you will first need to add the office to FLEX. See FLEX - Add Office for instructions.
- Click Done
- Click the Pencil icon in the MLS Information section again
- Re-enable the Sync with MLS option.
The updated agent record will be synced with FLEX in the next 5 minutes