Overview
A List Stacking record is not limited to one person. You can assign several team members to the same property.
The same place also lets you remove someone from a record.
Assign Several People
Step 1: Open the record
In List Stacking, click the property address.
Step 2: Go to the Teams tab
Click the Teams tab.
Step 3: Click Manage Member
Click Manage Member.
Step 4: Select the people you want
Select more than one team member.
Step 5: Save
Click Save.
Everyone you selected is now assigned to that record.
Remove Someone From a Record
Step 1: Go to the Teams tab
Open the record and click the Teams tab.
Step 2: Click the delete button
Click the delete button beside the team member you want to remove.
They are no longer assigned to that record.
Important Notes
Assignments are shown by user on the Teams tab, so you can see everyone attached to a record at a glance.
More than one person per record is supported, which suits a property several people are working — one calling, one researching.
Shared ownership can mean no ownership. If three people are assigned and none of them is clearly leading, a record can sit untouched while everyone assumes someone else has it. Assign several people deliberately, not by default.
Removing someone is done on the same tab. There is no separate unassign screen.
Removing someone does not delete the record — it only changes who it is assigned to.
Assigning does not notify anyone. Tell your team, or agree a routine for checking assigned records.
Troubleshooting
You can only select one person
Keep selecting. Multiple users can be added in the same Manage Member dialog before you save.
You cannot find how to unassign someone
Go to the Teams tab on the record and click the delete button beside their name.
You removed the wrong person
Click Manage Member and add them back.
A record is assigned to several people and nobody has worked it
Decide who is leading. Multiple assignment shows who is involved; it does not decide who acts.
You cannot find the Teams tab
Open the record by clicking its property address first.
Your team member is not selectable
Check they have been added as a user under Manage Users and Roles.
Related
How to Assign a List Stacking Record to a Team Member — assigning a single person
Bulk Actions in List Stacking — acting on many records at once
Summary
You assigned several people to a List Stacking record. You clicked the property address, went to the Teams tab, clicked Manage Member, selected multiple team members, and clicked Save — with the assignments then listed by user. To remove someone, you returned to the Teams tab and clicked the delete button beside their name.
