Our team is 4 staff and 15 agents (and growing). We are a commercial real estate team, and we primarily are trying to contact owners of apartment buildings. Many (properties) to ONE (owner/contact)
We have a market area that is a specific geographic area. While we are a team, and we share some information, a majority of the info from the call to the deal specifics, is private to the lead agent. The agents on are team are internally competitive and we have to keep leads private.
Properties – 3+ Units in Geographyu (~50,000)
Owners – Owners of these properties (~30,000) - Many to One – there are MANY properties to ONE Owner (sometimes there is more than one owner as well – but relation not important)
Deals – All our active proposals, listings, escrows, and closings.
Permissions:
Everyone should see properties and owners.
Everything beyond that would need to be private between ‘agents’,
but staff can access.
So all notes, events, and related deals would need to only
show if the agent is the one assigned.
Internally our agents our semi-competitive and the data pertaining
to deals, and the prospecting process, has to be kept confidential. However staff needs to be able to access this
as a rolled up whole.
Is this possible somehow?