How to Add a New Market and Assign Team Members in REsimpli
Step 1: Open Market Management
Go to Settings in the lower-left corner, then select Markets Management.
Step 2: Add a New Market
Click Add Market in the upper-right corner.
Step 3: Enter the Market Name
Type the name of the new market you want to create.
Step 4: Assign Team Members and Roles
Select the team members who should have access to the market and assign their roles, such as:
Acquisition Managers
Other team roles
Step 5: Control Market Access
Only selected team members will have access to leads and data within that specific market.
Step 6: Save the Market
Click Add Market to create and save the new market setup.
Step 7: Contact Support if Needed
Reach out to REsimpli support if you need help managing markets or team access.