How to Connect with a Professional from the Total Professionals Manager (Agency Dashboard – CE Zoom V2)

Use the Total Professionals section to quickly connect with any professional your agency oversees. You can either email them directly or copy their contact information for future use.

Steps to Connect with a Professional:

1. Go to the Total Professionals Manager
   From your Agency Dashboard, click “View all” in the Total Professionals section.

2. Locate the Professional

   • Use the search bar to find the professional by name (key word search).

   • Apply filters (e.g., license type, industry) to narrow your list.

3. Open the Manage Professionals Menu

   • In the Actions column, hover over the “Manage Professionals” button.

   • Select “Connect with Professional” from the dropdown.

4. Choose How to Connect

   • Send Email: Opens your default email service with the professional's email pre-filled.

   • Copy Email: Copies the professional’s email address so you can paste it into the email platform or documentation of your choice.