How to Download Shared Content and Accept or Decline Contacts

🌟 Some brokerages have shared amazing materials, templates, pipelines, and automations just for you! 🎉 In the future, keep an eye out for exciting shared content from communities or teams, along with contacts that have been shared, cloned, or transferred for you to accept! 🚀

Follow these easy instructions to download all the fantastic shared elements from CRMGrow! 📥✨

Associate Yourself with a Company

*Note: This should only be done once, at set-up, unless you switch Brokerages and need to update to that Company.

Step 1

Click on your name at the top right of the dashboard.

Step 2

Click on "My Profile."

Step 3

The "Info" tab will open by default.

Step 4

Click the dropdown menu within the "Company" section.

Step 5

Click the Company name with which you are affiliated.

Step 6

Click the "Save" button.

Step 7

Any shared Material, Templates, and Automations will be available to download within their respective "Library" tabs. The shared "Library" tab is to the right of "My X List."

Step 8

You will now see a "Team" tab on your Profile that shows the Company with which you are affiliated.

*Note: If you're on the Growth, Growth + Texting Tier Subscription, or Elite Tier Subscription with a sub-profile, you will see that sub-profile information here.