How do I add more people to a Project, Property, or Deal?
Adding additional people to a Project, Deal, Case or Sales is easy. Please follow the instructions below to add more people to a Project.
1.) Tap on Project, Property, or Deal.
2.) On the right side of the screen, scroll down to the section you need to add people to. This could be labeled Customers, Buyers / Sellers, etc. If you are adding people to the Deal Team, scroll to that section.
Tap on Add or Change.
3.) Type the name of the person you wish to add. If you need to remove an existing person, tap on the x next to their name. Tap on Save when you are done to add them to the Project, Property, or Deal.