Collaborators feature

The collaborators feature will help you to work on the sale with your team even easier and faster now. With just a few clicks you can share access to the lead with a lender, your assistant, or another agent on the team.

You can easily view and manage collaborators for a lead on the left-hand side of the lead details page:

To add a Collaborator, click here:

Then, select a person from the list and click on Save:

Please, keep in mind that you can't add account with admin access as a Collaborator since they already have access to all leads.