Collaborate with team members

Enhanced Team Collaboration: Work together seamlessly on opportunities.

Streamlined Communication: Collaborators are automatically included in relevant communications, ensuring everyone is on the same page.

Clear Accountability: Easily identify who is working on what, with the ability to invite or remove collaborators.

Operator Enterprise

Agent Enterprise

As an admin or member on the opportunity overview page, click on the three dots at the end of each opportunity listing and the 'Share' button in order to invite someone to collaborate on a specific opportunity.

Alternatively you can invite someone as well from the individual opportunity page. Here you will see the opportunity owner always listed as the first person in the top right corner of each opportunity. Opportunity Owners will not be listed on their own opportunities.

After clicking the "Share" button, you can invite up to two team members, to have viewing and editing rights to your opportunity.

After successfully inviting other team members to your opportunity, you can view all collaborators on your opportunity overview page, when turning on the "Collaborators" column. The collaborators are as well visible on the card list view.

Their full names appear as tooltips when hovering over their profile picture.

When working on the same opportunity at the same time, each collaborator will see that someone else is currently online and editing the current opportunity, via a green dot notification upon the profile picture.

As soon as the opportunity is updated, a push notification is displayed to the other collaborator on the opportunity, that allows to update the opportunities content.

Upon invitation to collaborate, the invitee will receive an invitation e-mail.

The invited collaborator can open up the opportunity directly via the invitation e-mail.

If an admin invites someone else to your opportunity, then you as an opportunity owner, will also be notified that the admin invited a specific person to your opportunity.

If you're the opportunity owner or an admin, you can remove collaborators by simply clicking on the "Share" button again and removing the specific collaborator.

Collaborators can generate reports as well. However the opportunity owner of the report is listed as the broker/seller.

All communication will be redirected to the opportunity owner, whereby collaborators are cc'd in any e-mail communications, that are triggered via the application.

Any activity by the corresponding collaborator is logged on the activity log, and can be reviewed by anyone with access to the individual opportunity.

As an admin, you can view all opportunities and their corresponding collaborators.

In order to see only the opportunities of an individual user, you can filter your opportunities by the collaborators/owners.