We have prepared a helpful video tutorial to guide you through adding additional contact emails or making other edits to client contact information. Editing Your Client's Contact Info.
Here are the steps to follow:
- Click on the "CLIENTS" tab in the left navigation bar.
- Select your client's NAME to open their account.
- Within their account, you will find four tabs. Click on the one labeled "CLIENT DETAILS."
- In the "Additional Contacts" section, enter the additional email addresses, separated by a comma.
- Save your changes by clicking on the blue checkmark.
Moving forward, all emails within this account will be copied (cc'd) on the email alerts you send out and will receive notifications for all saved property information. This ensures that everyone stays in the loop and remains updated.
Recommended Tips:
- You can change the primary first name to accommodate multiple recipients, such as "Al and Alex" or "Scout Family." This way, all individuals will be addressed in the email alerts.
Other Suggested Tips:
- The additional email addresses will only receive copies of the email alerts and do not have a separate login.
- All parties must use the Primary Contact's information to access their profile on web or mobile app.
- If you would like to resend listings to include the newly added email, you can follow the instructions in our How To Resend Listings guide.
- Please remember to visit the Support tab in your RealScout account to access the Member Support & Learning Center.
Please don't hesitate to reach out if you have further questions or need assistance.
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