Whiteboard
The Whiteboard is a shared digital space where your team can post notes, announcements, reminders, and ideas. It keeps the team aligned and informed without needing a separate messaging app.What the Whiteboard Is For
- Open house announcements
- Price reduction alerts
- Upcoming deadlines or team meetings
- Motivational messages or team wins
- Notes from leadership to the team
- Quick reminders that do not need a full email
Adding a Post
Click Add Post on the Whiteboard page, type your message, and post it.Who Can Post
Posting permissions depend on your team’s configuration. Team leaders typically control what appears on the Whiteboard.Viewing the Whiteboard
Accessible from the sidebar under Whiteboard. Posts appear in chronological order with the most recent at the top.Best Practices
- Keep posts brief and actionable
- Use the Whiteboard for team-wide information, not individual conversations
- Remove outdated posts so the board stays current
- Encourage agents to check the Whiteboard at the start of each day