Outside Team members have a separate Wise Agent account and do not share yours. You can however share and send each other things such as clients, appointments, Leads, etc. There is a separate $32/mo charge for each account when utilizing the Outside Team Member set up and there is no limit to the number of accounts you can link. Although Outside Team members do not share an account with you, they have the option to grant and request login access to other Outside Team accounts. This new feature is great for a Broker or Team Lead because you can instantly log in to your team member’s account to access planner events, marketing materials, set goals, and more. With this feature you can work more seamlessly together, letting you get more done and stay accountable to your goals.
Wise Agent CRM Single Sign On Feature
Wise Agent CRM Single Sign On Feature