Additional contacts receive copies of an Order's emails, including the delivery email. Use them to include a co-agent, assistant, or team member on an Order.
How to add an additional contact to an Order
Go to Orders and open the Order's details.
In the ADDITIONAL INFO card, click the pencil icon next to the Agent.
In the SMS Recipients dialog, under Team Members, click Add New.
Enter the contact's first name, last name, email address, and phone number.
Click Save.
To send them the delivery email for an Order that's already been delivered, redeliver the Order.
How Agents add an additional contact when ordering
On the order page, go to the Contact Info step.
Under Appointment Communication Management, click Add Co-Agent/Teammember.
Enter the contact's first name, last name, email address, and phone number (optional).
How to CC someone on every delivery email for an Agent
Go to Clients → Agents and click Manage Agent.
Click Edit.
In Media Delivery CC, enter the email addresses, separated by a semicolon (;).
Click Save.
Notes
A contact added to an Order only receives that Order's emails. They aren't added to the Agent's other Orders.
Media Delivery CC applies to all of the Agent's delivery emails, including redeliveries of existing Orders.
Redelivering an Order sends the delivery email to the primary Agent and all additional contacts on the Order.
The SMS Recipients dialog saves every field shown, including homeowner and text message settings. Check them before clicking Save.
Agents can add up to four additional contacts per Order.
Additional contacts can't log in or view the Agent's listings.
To CC someone on an Agent's Invoice emails, see Add Additional CC to all Agent Invoice Emails.
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