Creating a team on ADVSR.ai is a straightforward process that enhances collaboration and efficiency.
Follow these steps to build your team and start working together seamlessly.
Step 1: Access ADVSR Search
Navigate to ADVSR Search: Begin by logging into your ADVSR.ai account. Once logged in, locate and click on the 'ADVSR Search' option in the navigation menu. This is your starting point for creating a team.
Step 2: Select Team Members
Find Advisors: Use the search and filter options to find the advisors you want to add to your team. You can search by location, specialty, or other criteria relevant to your needs.
Add to Team: Once you've identified an advisor, click on the 'ACTIONS' button next to their name. From the menu, select 'Add To Team.'
Step 3: Create the Team
Create a New Team: In the 'Add To Team' section, you'll have the option to create a new team. Click on 'Create Then Add To Team.' Give your team a name that is easily identifiable and relevant to its purpose.
Step 4: Manage Your Team
After adding all the desired members, click on the 'Teams' dropdown in your ADVSR Search dashboard to select your team
Step 6: Assign a Listing
Use Bulk Actions: Scroll down to the 'Bulk Actions' section. Here, you can assign a listing to your team in bulk. Select the listing you want to share with your team members.
Confirm Selection: After selecting the listing, ensure that it is the correct one you wish to assign to your team.