A team member is anyone with their own login access to Shaker.
All users in your Shaker account are billed at the same plan rate.
Who counts as a team member? Can team members be on different plans?
Updated on
General
FAQ 52
- Organizing Deal Page Layouts
- Setting up deal stages and checklists for transaction templates
- How do I invite team members to my account?
- How do I add or remove tags on a contact?
- Adding custom fields to Shaker
- How do I create roles for my team?
- What is Shaker Reporting?
- How do I add important dates to a deal?
- If I delete a contact, will it delete the deal it is associated with?
- Inviting Clients to the Shaker Portal
- How do I select multiple contacts at once?
- How do I move deals to different stages?
- How does Deal Archiving Work?
- How do I create a workflow in Shaker?
- How do I create a downloadable deal report?
- How do I assign Vendors and Team Members to Roles?
- How do I remove a contact from a workflow?
- How do I provision an SMS number in Shaker?
- How do I add a photo of a property to a deal?
- How do I add a note to a deal?
- Managing Documents in Shaker
- How can I quickly check my client's social media?
- How do I send a text/SMS from Shaker?
- How do I prevent automated emails from sending after a deal stage changes?
- Setting up user permissions in Shaker
- How do I assign or add a vendor to a deal?
- How do I set up a deal timeline?
- How do I update my billing information?
- Creating and Resetting Shaker Passwords
- Using Advanced Email Merge Fields and Recipes
- How do I remove a paid seat?
- How to Export a CSV of your Contacts
- How do I Submit an idea to Shaker?
- How do I CC other roles on an Automated Email?
- How do I set what time my automated Emails and SMS send?
- How do I change a deal stage from within a Deal?
- How do I use field substitutions in 1-off emails?
- Canceling your Shaker Account
- Adding Users to my Shaker Account (Upgrade)
- How do I change a deal to a different type?
- Who counts as a team member? Can team members be on different plans?
- Shaker Mobile Apps
- How do I access the Shaker training course?
- How do I create a Document Checklist?
- Why am I getting an error when attempting to send an email?
- How do I set individual and team goals?
- What does advanced reporting offer?
- How does the advanced team dashboard work?
- Can I add tasks to a deal that aren't on my task lists?
- How do I make a field into a hyperlink on my message templates?
Announcements 1
Integrations 10
- Integrating Shaker and kvCORE
- How do I connect Shaker and Zapier?
- Integrating Shaker and SkySlope
- Can I Integrate my MLS?
- Integrating Shaker and DocuSign eSignature
- Integrating Shaker with Dotloop
- Integrating Shaker and DocuSign Rooms
- Integrating Shaker with Realtor.com
- Integrating kvCORE and Shaker
- Integrating Shaker with BombBomb