Look in an agent's book, and give leads

Open someone's book

On Team, tap Open book next to an agent. You'll see Em exactly as they do. The bar at the top shows whose book you're in and takes you back to yours.

On a client's page

The Team leader card lets you:

• Add a note to the client's timeline for the agent.
• Add a to-do with a due date. It shows on their Today with "(from you)".
• Move to another agent, with the client's notes, history, files, and to-dos.
• Mark or unmark the client as a Team lead.

Everything else, like sending emails or changing details, stays with the agent.

Hand out a lead

Add the lead in your own book (or let it arrive there), open them, and use Give to an agent. They get a notification, and the lead is marked as a team lead.