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Adding a contact

Michelle Barnes Feb 19, 2016 10:58AM PST

I'm doing an open house this weekend with another agent. Can anyone tell me how I can add her contact information to our flyer? Thank you!

1 Community Answers

Best Answer
Andrew Denton Feb 19, 2016 01:10PM PST

Hello,

Thanks for reaching out to us. If you would like to use Cloud CMA as a team please follow the steps below:

1. Upload a photo featuring both agents.
2. Edit your contact info to shared contact info.
3. Add both names as contact info


To change the contact information in your reports:

1. Navigate to your Settings at the top right of the page after you initially log in.
2. Choose the Contact tab.
3. In the Contact tab delete the existing information by clicking on the Trash Can to the right of it.
4. At the top next to New contact click on the drop down menu and select desired form of contact.
5. Enter your information to the right, click on Add and it will appear in the contact list.
6. You can now click and drag the new email address to place it in the order you prefer!
7. You can follow these same steps to change or add any other type of contact information.
8. Republish any existing report in order for the changes to take effect.


To add both of your names:

1. Navigate to your Settings at the top right of the page after you initially log in.
2. Choose the User tab.
3. Edit the first and last name by entering the first agent's full first and last name in the First Name field and the second agent's full first and last name in the Last Name field.
4. Scroll down to the bottom of the page and click Update.

If you need further assistance, please let us know.


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