Adding people to your dotloop account is pretty easy and a great way to have your clients and agents entered when you are ready to do business with them. Keep in mind that you can add a person to any loop and they will automatically be added to your “people” in your account. This is for adding someone that you have not done a loop with yet.
First sign into your account through dotloop.com and click on the “People” icon at the top 3rd one from the right (middle one). If you are on your agent profile (not admin), you will see a title to the left that says “contacts”. If you are on an admin profile for an office, you will see your office name and if you have multiple locations you will also see them listed below. Have the one you want to add someone to highlighted/selected.
Click “Add Person” in the bar at the top right. Enter their name (First, Middle, & Last) and email address. If you are adding someone to the office, you will also have the option to type a message and make them an admin. Checking the admin box allows them all admin privileges for the office you selected. Offices can “Remove” or “Add/Remove Admin Rights” on the same people section by selecting the down arrow next to the person. Admin’s can also see who is an admin and who is not by sorting the people which will also show you the last time your agents accessed their account.
I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at http://www.SearchTulsaHouses.com. For technology training or consulting assistance visit http://www.iCarolyn.com.