Sharing Your Contacts

Sharing Your Contacts

🤝 Sharing Your Contacts

Sharing contacts is a powerful collaboration tool, especially for teams and partnerships. By setting up a "Share," you can give colleagues the ability to view and manage your database according to the permissions you set. 👥✨

Before you begin, please keep in mind: When you share your contacts with another user, you are sharing ALL of your contacts with them.

🛠️ How to Set Up a New Share

  1. Access CRM: Click on Contacts  on the left-hand side of your screen to open your CRM Dashboard.

  2. Open Sharing Settings: Click the Sharing tab along the top of the dashboard to open your Sharing Dashboard.

  3. Select Recipients: Click the Select Users button in the upper right-hand corner. A window will pop up with two options:

Option A: Share with Everyone 🌍

  • If you select this, every agent in the brokerage will be able to see your contacts.

  • Use the checkboxes to decide if all agents are allowed to Create contacts for you or Delete your contacts.

  • Select Share to finalize.

Option B: Share with Selected Users 👤

  • A list of agents from your roster will appear. Select the specific person you want to share with.

  • Just like the "Everyone" option, you must specify if they have permission to Create or Delete contacts in your account.

  • Select Share to finalize.

⚙️ Managing Your Shares

Once a share is active, it will appear on your Sharing Dashboard. You can manage them at any time:

  • Edit Permissions: Click the pencil icon ✏️ next to a share to change create/delete permissions.

  • Remove a Share: Click the trash icon 🗑️ to stop sharing your contacts with that user. You will be asked to verify this action.