SmartMoving Support

How to customize your SmartMoving settings for more than one branch

Managing Branch Overrides

SmartMoving now supports branch-specific email lists, ensuring only relevant team members get notifications, reducing confusion, & improving control.

Configuring Branch-Specific Distribution Lists in SmartMoving

Control who can view leads and opportunities by branch, with role-based and assignment-based permission overrides.

Lead and Opportunity Access: Branch-Based Permission Hierarchy

Michelle Carone

Step-by-step guides to creating and congifuring a new branch in SmartMoving 

Creating and Managing Branches

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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