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:
  1. Go to the client’s module
  2. Click on the button identified with 3 points located at the right side of the page. Select the option “Share all clients”
  3. A new window will open. Select the name of the agent you want to share all the clients with.   
  4.  Click on “save” and the information will be stored.
  • You can share a client from the clients profile :
  1. Go to the client’s module
  2. Choose the Client you want to share from the list.
  3.  Inside the client's profile select the “Agency Information” section located on the left.
  4.  Click on Edit inside the “Sharing Information” box a new screen will open select the agent with which you want to share the client.  
  5. Click on “Done” and the information will be stored.
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