How to add a team member to share a customer's search.
Dino Morales
7 steps
34 seconds
Olr
1
Navigate to [https://broker.olr.com/](https://broker.olr.com/)
2
Click "view customers"
3
Find the customer and click the edit icon.
4
Scroll to the bottom of the page and find "Share Agents".
5
In this step, you will select the team members you want to share the customer's search with.
6
Close the share agent box.
7
Submit the changes to the customer profile. The customer and their searches will now appear on the team members OLR account.
How to add a team member to share a customer's search.
Dino Morales
7 steps
34 seconds
Olr
1
Navigate to [https://broker.olr.com/](https://broker.olr.com/)
2
Click "view customers"
3
Find the customer and click the edit icon.
4
Scroll to the bottom of the page and find "Share Agents".
5
In this step, you will select the team members you want to share the customer's search with.
6
Close the share agent box.
7
Submit the changes to the customer profile. The customer and their searches will now appear on the team members OLR account.
