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2021 Team Portal – Copy Settings

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Copy Settings from an Agent to Another Agent

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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