> For the complete documentation index, see [llms.txt](https://docs.brokvix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.brokvix.com/crm-admin/broker-teams.md).

# Broker teams

Use this area when your job is to serve or supervise clients, rather than configure the underlying tenant or brand. Choose your team, then open the task that matches the work in front of you. Custom role names and permissions may differ by broker.

| Team       | Start with                                          | Common task                                                                             |
| ---------- | --------------------------------------------------- | --------------------------------------------------------------------------------------- |
| Sales      | [Sales](/crm-admin/broker-teams/sales.md)           | [Find a client record](/crm-admin/broker-teams/find-client-record.md)                   |
| Marketing  | [Marketing](/crm-admin/broker-teams/marketing.md)   | [Find marketing campaigns](/crm-admin/broker-teams/find-marketing-campaigns.md)         |
| Finance    | [Finance](/crm-admin/broker-teams/finance.md)       | [Use the Finance withdrawal queue](/crm-admin/broker-teams/finance-withdrawal-queue.md) |
| Risk       | [Risk](/crm-admin/broker-teams/risk.md)             | [Use the Risk withdrawal queue](/crm-admin/broker-teams/risk-withdrawal-queue.md)       |
| Support    | [Support](/crm-admin/broker-teams/support.md)       | [Find a client record](/crm-admin/broker-teams/find-client-record.md)                   |
| Compliance | [Compliance](/crm-admin/broker-teams/compliance.md) | [Find KYC documents](/crm-admin/broker-teams/find-kyc-documents.md)                     |

Before a financial or compliance decision, confirm the client, transaction, active workspace, and your organization's current policy. [Deposit and withdrawal approval routing](/crm-admin/platform-configuration/configure-financial-approval-flows.md) explains how a request reaches the appropriate review path; the configured policy remains authoritative for your organization.


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