Adding Connections

As an Office Admin, you can add Connections to your office's list, and these connections will automatically show under every agent's list.

To add a Connection - such as a landscapers, mortgage brokers, home inspectors or local businesses:

  1. Login to the Web-Dashboard here.
  2. Select Lists from the left-hand menu.
  3. Click the Add button in the top right. 
  4. Complete the form and click Save. The new service provider will be added to your list in the app.

 

*If you select to Lock a Service Provider, this provider will always show in your agents' list of Preferred Providers. If you leave a provider Unlocked, your agents will be able to Hide the provider from showing in their list. 

 

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