The purpose of the team tool is to track who is on a particular team and the dates that they are a part of the team. This information is used in both Command and reporting.
It is important to note, that the Team Tool is MORE ID based, so any transfers resulting in a new MORE ID will require the agent to be added to the team using their new MORE ID. Also, production is only attributed to a team for the dates the agent in on a team, based on the CONTRACT date in WinMORE. The contract date must be within the time frame that the agent is on the team for the team to get credit. The CLOSING date is used only to determine which awards year to be credited, not to control who gets credit.
Team Tool Home Screen
From this screen you can add a new team or edit an existing team. Use the search box you to locate a specific teams instead of having to scroll through multiple pages to find the team.
- To add a team click on Add New Team
- To edit an existing team, click on the team
Team Information Tab.
On this screen you can edit the Team Name, Team Status and Team Start Date. The creation date is system generated when the team is created. If the team started on a date different than the day they are being entered adjust the start date to the proper date.
You can also enter a Teams NON-KW transferring production. For teams that transferred as a team to Keller Williams you can enter their transfer GCI and units on this screen as well. Refer to the award policy for information on what production is allowed to be counted in the transfer amounts.
The transfer units and GCI are not for teams transferring between market centers. For those teams you will transfer the entire team to the new market center (see Transferring a Team)
Any team that existed in WinMORE and was imported into the Team Tool will show the MORE Team ID. Any teams formed in the Team Tool will not have a MORE Team ID.
Team Members Tab:
The team members screen displays the current team members.
- On this screen you can:
- See the members currently assigned to the team
- Edit the team role
- Edit the date the associate joined the
- Remove a member from the
The fields with a pencil icon can be edited by clicking double clicking in the field.
Keep in mind that WinMORE uses the date added to determine if the production should be applied to the team. If the contract date of a DA is prior to the associates start date on the team the production will NOT be added to the team production.
To add a member to a team, you will search form them on the Associates screen. Associates in your Market Center with active MORE ID’s will be displayed on this list. If you don’t see an associate on this list the associate MORE ID is inactive.
Associates can only be on one team. For those already on a team they will be listed with the name of the team they are on. To add them to a different team, they must first be removed from the existing team.
Member History Tab
This screen displays the history of associates that have been on the team along with their start and removal dates. If an associate is removed from a team and you enter a DA that was written prior to the removal date the team will still get credit for the production.
The date removed field with a pencil icon can be edited by clicking double clicking in the field.
TEAMS ADMINISTRATION – USING THE TEAM TOOL © 2013 KELLER WILLIAMS REALTY INC. 10
Team History Tab
This screen displays the history of the team and what market centers the team has been with. If a team changes market centers the team should be transferred to the new market center instead of creating a new team. This ensures that transactions in both market centers have the same team ID for awards purposes.