Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.



As an Admin, you are able add Activity Plans, Fill out Trade Record, and submit Activities on behalf of agents.

Stop Sharing an Agent’s Client/Transaction file

You may have changed ownership and maintained sharing. Follow the instructions below to remove visibility to the agent’s file.

  1. Click into the Shared folder, open the agent file, and then click Sharing

    Image Added

  2. Click on the trash icon to remove the shared Client

    Image Added

  3. Refresh your page!