Adding Users

Adding Users

If you have a multi-user Team or Office account then you may add additional Users as permitted by your License. If you need to add more Users then simply add Users as needed. Users may be added with the following options which … Continued
User Roles

User Roles

The concept of Roles allows multiple Users to work jointly with the same lead.
Import Agents to your Account

Import Agents to your Account

If you have a large team, then we can import and setup Agents for you. All you have to do is send us a correctly formatted CSV file that includes very specific information. Send us a CSV file with columns … Continued