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