Even though external users of PSAI do not have log-in access, it's still easy for them to take advantage of PSAI's detailed lead summaries—including contact info, predictive portraits and PMIs, weather reports, and more. All you need to do is share the lead directly from the Com Portal.
Follow the instructions below to share a PSAI lead with any external user. (If you aren't sure about the benefits of doing so, read more about why you should share lead data directly.)
To be able to share lead data with anyone directly from the Com Portal, you must first add the recipient as an external user.
1. Find the Lead You Want to Share
Go to your Com Portal and locate the lead that you'd like to share.
To find the lead, you can browse your lead queue manually, type into the search bar at the top, or use the filter tool. These options are highlighted with the arrows below.
For much more detail, check out our guide to navigating the Com Portal.
2. Click the Arrow Icon
Once you have found the lead you'd like to share, click the arrow icon at the top of the right-hand column, as shown below. Clicking this icon will open up the sharing panel for that lead.
3. Choose Who and What to Share
In the popup that comes up, you'll choose who to share the contact with, how to share it, and which specific data points you'd like to share.
First click into the "To" field to view a drop-down menu of external users you can share the contact with. Then check and uncheck the appropriate boxes to share and exclude various pieces of lead information.
The options presented in the sharing panel will automatically update based on how you've engaged with that lead. For example, if you haven't yet unlocked a predictive portrait or generated a weather return, then you won't be able to share those pieces of information.
Remember—if you don't see the person you'd like to share this lead with in the "To" field's drop-down menu, then you'll need to go back and add him or her as external user under your PSAI account.
4. Type a Message (Optional)
Along with the specific data points you selected, you can send a customized message to the recipient if you'd like to provide more information. If you have no specific message to send, feel free to leave our default message.
5. Click "Send"
To complete the sharing process, be sure to click the "Send" button at the bottom of the panel.
Can't click "Send"? The button will be grayed out and inactive until all required fields are selected. Be sure that you've selected a recipient in the "To" field at the top.
Learn more about the various ways you can communicate through the Com Portal.