Teams
Leaders, assistants, team campaigns, and who keeps clients.
Invite your teamAdd agents and assistants, and choose which agents each assistant helps.Who keeps clients when someone leavesSet your team's rules once, then Em handles the handover when someone goes.Team numbers and nudgesHow everyone is doing, who could use a hand, and a friendly nudge in one tap.Approve campaigns for your teamReview what agents share, and recommend the best ones to everyone.Look in an agent's book, and give leadsSee an agent's clients, leave a note or a to-do, and move or hand out clients.Switch between the agents you helpFor assistants: working in an agent's book, and moving between agents.When your emails need the agent's OKFor assistants: how drafts go to the agent for approval, and how texts work.If you leave your teamWhat happens to your clients and your Em account when you move on.