Adding a Co-Presenting Agent to a CMA Presentation

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There may be a time when you are sharing a presentation with another agent. Follow these steps to add a co-presenting agent to a CMA Presentation.

  1. Click the Actions button (see below)
  1. Select Assign to Agent (see below).
  1. Enter first and last name and select Lookup Agent (see below, circled in red).
  2. Select the agent and select Add Co-Presenting Agent (see below, circled in blue).
    1. NOTE: The Co-Presenting Agent will not see the presentation added to their account. However, their contact information will be included in your Presentation.
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