Request Access too Shared Smartplans
For Smartplans that are shared with other agents, they have to request access first
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Mauricio
shared this idea
Hi there! Please ask your Team Members to publish SmartPlans so that you can ad them to your library and use them from there. Here is an answers.kw.com article to learn more: https://answers.kw.com/hc/en-us/articles/360050207254-Add-a-SmartPlan-from-the-SmartPlans-Library