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Going out of town and want a colleague to manage your clients while you’re away? Or maybe you’re part of a team and need to share contacts. Whatever your reason, Flexmls allows you to transfer contacts to any another ARMLS subscriber.

Transferring a Contact

Start by clicking the Menu and look for the Contacts and select Contact Management. This screen will show all of your stored contacts.

Select the desired contact and click Transfer.

 

Next, type in the name of the ARMLS subscriber you want to give the contact to.

 

Transfer Contact

Transferring the contact will move all of their stored contact information, along with any searches, subscriptions or portals you have set up for them.

If you’d like that contact transferred back to you, the subscriber will need to follow these same steps and manually transfer it back into your name.

Written by Megan M from ARMLS
Megan has been working in the real estate industry for over a decade. She specializes in helping new agents begin their journey. In her free time she enjoys reading, writing, dogs, and traveling.