Team Alerts:
Wise Agent will always send an email notification when a new item is shared or accepted by an outside team member. You can view new team alerts while logged into Wise Agent by clicking on the notifications bell icon on the top right corner of your account and selecting the team alerts tab to review new shared items.
1. Click the bell icon on the top right side of your account. This will show you a list of all the recent items shared with you. You can click on any of the shared items and be taken to a screen to accept or deny them.
2. From the Gear icon on the top right, click Outside Team. You can then navigate to the Received tab, which will show Appointments, Checklist Templates, Contacts, and more. To accept these, click on the ellipses on the right-hand side of the card and then choose to accept from the menu.
2. From the Gear icon on the top right, click Outside Team. You can then navigate to the Received tab, which will show Appointments, Checklist Templates, Contacts, and more. To accept these, click on the ellipses on the right-hand side of the card and then choose to accept from the menu.