You are the only one that can see any of your contacts, but there may come a time when you will want to send a contact card to another agent. This will share the persons contact info, but will not include any of the subscriptions or any communications you have had with your person, just the contact info!
Share a Contact Card
- From your Engage Dashboard select My People.
- Select which contact you would like to share.
- In the panel on the left, scroll to the bottom and select Send Copy of Profile.
- From the sliding panel, enter the name or email address of the agent you would like to share the contact card (Circled Below).
- Select Send (See red arrow below).