To add a co-agent in SkySlope, you'll need to access the specific deal and manage its sales entities through the Disbursement card. This process is crucial for ensuring proper collaboration and commission tracking within a transaction.
Adding a Co-Agent to a SkySlope Deal
Adding a co-agent to a deal in SkySlope is a straightforward process that involves navigating within the deal's interface to its financial and participant management sections. Follow these steps to successfully include another agent:
- Navigate to the Deal: Begin by going to the specific deal in SkySlope where you wish to add the co-agent. Each transaction or property sale typically has its own dedicated deal page.
- Locate Disbursement Card: Once inside the deal, scroll down the page until you find the Disbursement card. This section is usually where financial details and participant information related to commissions are managed.
- Manage Sales Entities: On the Disbursement card, click the button labeled Manage Sales Entities. This action will open a new window or pop-up, dedicated to handling all parties involved in the sales aspect of the deal.
- Add Sales Entity: Within the new window, look for and click the Add Sales Entity button. This initiates the process of adding a new individual or entity to the deal's participant list.
- Find and Select Contact: You can now search for the correct co-agent contact. You have two options:
- Type their name into the search bar.
- Scroll through the provided list of contacts to manually locate them.
- Confirm Addition: Once you have identified and selected the correct contact, they will be automatically added as a Sales Entity to your deal. This integration ensures their involvement is recognized for tracking and disbursement purposes.
Once added, the co-agent will be recognized as a sales entity for that specific deal, facilitating accurate record-keeping and disbursement calculations.
