How to create and add Roles to Outside Partners

  Roles are the perfect way to filter your communications to specific Outside Partners such as Buyers Agents, Sellers Agents, or even a Processor Role.

How to Create an Outside Partner Role

1. Navigate to Settings >> CRM >> Outside Partners
2. Click on '+Add Role' then, provide a Name for the Role
3. Hit Add to save

How to Add a Role to an Outside Partner

There are two ways to add a Role to an Outside Partner

1) Via the Quickview

• Navigate to the Contact area and click on the Quickview icon to the left of the Name
  
  
  
  
  
• Scroll down under the Contact Information to the Team Members area
• Click on the Outside Partner and select "Set Role"
  
  
  
  
• Select the Role you wish to assign and click Save
  
  
  
  
  

2) Via the Contact Record

• Navigate to the Contact area
• Search and click on the name of the contact
  
• On the Contact Record, select the Green Edit button
  
  
  
• Scroll to the bottom of the Contact Edit screen to find and assign a Role to an Outside Partner
  
  
  
• Hit Update Contact to save the change

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