Adding a Co-Presenting Agent to a CMA Presentation

  • Updated

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)

    Email_Panel_1.png
  1. Select Add Co-Presenter (see below).

    Co-present_1.png
  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.

      Co-presenter_2.png

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