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How to stay organized using the Business Center

The Business Center is feature that provides an intranet capability for brokers and teams. The Business Center allows the sharing of documents, images, videos and more. It also provides a way for Admin to communicate to all users in the account.

Here you can store and organize important documents, links to external websites, and even a shared calendar, for example for training.

NOTE: The Business Center is an optional feature that needs to be enabled on an Brokerage or Team account.

This is a great way to keep all your important resources in one place (especially for multi-user accounts).

To access the Business Center:

1) In your Leads and Contacts account

Navigate to: Business Center

2) You will then see the Business Center menu items. You will see some main sections including the Latest Announcements and Events, Recent Documents, and Recent Links.

3) Near the top of the Business Center you will see a menu allowing you to view announcements, view documents, view links, view calendar, and view your account roster (see below).

4) FOR ADMIN: To add a new announcement, document, or link, simply click on the relevant item in the above menu, and on the next page click on "Add a new announcement / document / link".

Updated on October 12, 2022

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