How to share a client with another agent?
There are 2 ways to share a client:
You can share from the Clients Module all of your clients at once:
- Locate the Client’s Module.
- Click on the Share button located on the right of the screen. A window will open where you must enter the name of the agent with whom you want to share all your clients.
- Click on the save button.
Share one or more clients individually:
- Go to the Client’s Module.
- Choose the client you want to share from the list.
- Inside the client's profile select the Agency Information section located on the left.
- Click on Edit inside the Sharing Information box a new screen will open select the agent with which you want to share the client.
- Click on Done and the information will be stored.