Users Choose Personal or Team Account
Team Account - Client exists in both Personal and Team accounts. Their Personal account is the one associated with (Agent Site Connection) I prefer to only have the contact in the Team account vs the Personal account. What will happen if I delete the contact from the Personal account? (1) i would most likely lose the visibility (timeline) of his properties he's viewed. https://www.loom.com/share/0a04f55ae8b340a096f4d996c6713125
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AdminMatthew Wilburn
(Product Specialist, Keller Williams Realty)
shared this idea