If you have multiple clients who all belong to one group or brokerage, you can create a group and add your clients to it. This will allow you to enable special settings to an entire group, as well as, give admin access to group admins or assistants.
How to add a client to a group
Click the steps below for a detailed walk-through:
Step 1: Click Clients tab
Step 2: Search for client to add to group
Step 3: Click on client name
Step 4: Click Client Detail tab
Step 5: Select Group
Step 6: Click "Save Updates"
Step 7: Repeat for additional clients
Step-by-step:
Step 1: Click the Clients tab at the top of the page. Note: if you have not created a Group yet, click here for steps on how to do that.
Step 2: In the search bar, type in the clients name that you need to add to a Group.
Step 3: Click on the clients name to go to their Client Summary page.
Step 4: Click on the Client Detail tab on the left-hand side.
Step 5: In the Group drop-down menu, select the Group that you would like to add the client to.
Step 6: Scroll down and click the "Save Updates" button.
Step 7: Repeat these steps for any other clients that need to be added to a group.
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