Brivity Platform has so many tools and functions that it can be hard to know what to do first or next. This is partly because there are so many different roles that your teammates play in using Brivity tools.
We made you a checklist based on user roles. Click the button below to access the full checklist.
When using the checklist, find the column that best represents the role of various teammates.
Admin = Administrator Account
TC = Transaction Coordinator
MM = Marketing Manager
Agent = Agent Access
We grayed out the steps that different team roles don't need to complete. For example, most Marketing Managers don't need in-depth knowledge of using the CRM, but they definitely need to know how to to use it to market and advertise.
White = Complete and date
Gray = Not needed by this role
? = Optional- Update per team