Jointly

Learn how to send an email message and/or text, send attachments, insert email templates and email signatures.

Jointly Messaging Center

Learn how to work with clients that share the same email address or a Power of Attorney representing both clients with one email address.

Clients Sharing the Same Email

Learn how to add a new buyer, seller, landlord or tenant client to Jointly.

Adding a client

Learn how to add or remove participants and contacts to your deals and view messages sent

How to Manage Participants and Contacts on a Deal

Jointly Support

Sara Guerrero

Best practices for managing and collaborating with clients on Jointly. 

Managing Clients

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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