- Click Add New Team from the Dashboard. A window will pop up to ask if the team is transferring from another KW Office. If so, follow the Transfer Instructions.
- Now, enter the “Team Name,” select the Team Status, start date, and transfer production if applicable. Click submit to save the new team.
Note: Start date is editable and can be set to the date the team was actually formed (up to 60 days in the past); The Creation Date is the date the team was entered into the Team Tool and is not editable.
- After clicking Submit, you will see that the team has been saved, you can now manage the team members.
Click here to learn how to add and remove team members.