If you are working with another agent, it can be useful to create a Team under your account. That way you can share Territories, Notes, and Route Leads between you and your Team Members.

Click on your name in the top right corner.
Click on Account Settings.

In the Advanced menu.
Click on the Teams item.

In the top right corner.
Click on the ADD A TEAM button.
A new window will open.
Enter in a name for your Team.
If you already have Team Members, you can add them into this Team.
Click the SAVE button.

Now that your Team is created. You will now need to add Team Members.

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