How do I Set Up Company Spheres?

A Sphere is a special list that exists in all agent accounts. By default, the Primary Sphere is in every agent account in every system. Agents can add contacts to spheres, allowing the company admin to create and schedule content on behalf of the agent, directly to contacts in those spheres.

As an admin, you can create additional spheres to help you and your agents segment your content/contacts so you're able to send more appropriate content to segments of contacts!

1. Hover over your profile picture, then select Company Spheres.

2. Click 'Add another sphere' to begin adding additional spheres -- give it a name and a description so agents will know the purpose of that sphere.

   You can uncheck the “Active?” if you don’t want this sphere active immediately.

3. Click Save Changes to create the new Sphere.

When the Sphere is ready to launch, check the “Active” box to the left of the Sphere Name and Save Changes to launch.

Your agents will receive an alert that there's a new sphere ready for them.

Once the sphere is created, you'll then be able to select that new sphere on the step where you would schedule your marketing piece.