Be sure to scroll down and watch the video!
When you have been set up as a Team Member all the team member clients with contracts shared by the other team member will display on your Main Menu right along with your clients/transactions.
You can choose a couple of different options on how your team members contracts display on your Main Home Page: Clients With Contracts.
1) Click on the Utilities link found at the bottom of either the Main or Detailed Dashboards
2) Scroll down your Personal Settings section and click on the link called eContracts Settings
3) Then scroll down to Display Settings for Team Member Contracts
4) Choose the radio button for the option that you would like
**Display my Contracts and my Team Member Contracts by Client name (default)
**Display my Contracts and my Team Member Contracts organized by Team Member and Client name
**Do Not Display Team Members Contracts
NOTE: Make sure to click the Save Settings button at the bottom of this page.
video:2016hm
lang:2022cs
youtube:2019jc