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Copy Settings from an Agent to Another Agent

This Portal is for Teams Only

If you are a Team Owner, then Choose an Agent
from the Pick Agent to Edit link on the left.

If you do not see any agents to edit, then Add
them from the ADD/Remove Agents link.

Thank You!

Some of the main items that will copy:

  • Questions and Settings
  • Open House Welcome Message
  • Colors and Font Choices
  • Background and Logo Images
  • Welcome Email Contents
Items that will not copy:
  • Name, Phone & Email
  • Main Image (Usually the headshot)
  • Welcome Email Image
  • Leads or Other Sensitive Information