Agent Teams: How to Share a Presentation with Your Team

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Agent Teams are a part of most brokerages! Follow the steps below and learn how to share presentations with your Agent Team!

How to Share a Presentation with your Team

  1. From your Present Dashboard, find the presentation you would like to share with your Team.

    ShareTeamPresentation.png

  2. From the Actions menu, select Assign to Team (circled below).

    ShareTeamPresentation1.gif
  3. Select Assign (Circled below).

    ShareTeamPresentation2.png
  4. Your Team will now see your presentation under, Team Presentations (Circled below).

    ShareTeamPresentation3.png
  5. From here you can edit the Presentation using the Pencil Icon (See red arrow below).

    ShareTeamPresentation4.png
  6. You can save this presentation as your own, under the actions menu, select Copy to My Presentations (circled below).

    ShareTeamPresentationFinal.gif

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