Do you have team members without a Big Purple Dot account? You can still add them to specific leads by following these simple steps.
1. Go to your Dashboard
2. Click on Contacts in the upper lefthand corner
3. Under Actions, click on the eyeball icon. This will open the Quick Preview for your desired contact.
4. Under Team Members, click the option.
5. A window should pop up, scroll down and you'll see Outside Partners
6. Click +Add and fill out the form for the partner's contact info. Then click Add Partner.
This Outside Partner will only be able to see the Contact's phone number, email address, and Quick Notes.