The Proply Enterprise plan allows for collaboration between multiple assistants and agents.
To allow collaboration, you'll first need to have invited the assistant(s).
Then, to allocate assistants to particular agents:
- Navigate to the Profile section
- Click on the Agents tab (depending on what role the user has)
- Under a particular agent's profile, click the Add/Remove Assistants link
- Select the assistant(s) required for that agent
- Click OK
The assistant(s) will now be able to create proposals on behalf of the selected agent(s).