If you have a team leader or are part of a team, you can connect with your team members to collaborate on deals with them.
How to add a team member
- Click on the + sign next to My Team.
- Enter the team member email address
- note: if they are new to Mevi give them a display name.
- Give them a persona
- My Team personas;
- Agent
- Showing Assistance
- Sales Assistance
- Transaction Coordinator
- Office Admin
- Photographer
- My Team personas;
- Press continue!
Example of adding a Transaction Coordinator to team
Add a team member to a deal
- On the deal detail page, tap the "+" next to your team section
- Add an existing team member or add a new one
Example of adding a team member to a deal