Make Moving Contacts between Team/Personal Accounts Easier
The moving between personal to team and then team to personal is messy. If a legacy tag is removed, the personal database is a mess. If they never use personal, or reclassify a contact, they cant take that information with them. If you don't make it easy to go from command to command, there is a chance they go from command to another system or command to another company instead.
AdminLainee Hooks
(Admin, Keller Williams Realty)
shared this idea
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LABS Team
commented
If a rainmaker dissolves their team none of the tags transfer when account ownership of their contacts are changed to personal. This is because their tags were team tags, and now the contact is in their personal account. However, when an individual agent goes to a team all their personal tags become legacy tags. But it does not work vice versa.
If the team tags became legacy tags in an individual account then bulk adding personal tags to match the legacy tags that transferred over would be really easy.
Right now the only solutions I have heard is to export and reimport under personal (but a lot of the history disappears like opportunities they are associated to, smartplan history, etc.). Or transferring tag by tag and bulk adding tags in the personal account as you go. But that doesn't really work because most contacts have multiple different tags.
Even if a team wasn't dissolving, if an agent leaves a team and their contacts are moved back to personal they would lose the history of those tags too. This happens all the time, rainmakers dissolve a team or agents leave a team but stay with KW.