Most employees in a Real Estate company who gets a Levitate account will be created as a limited user.

As a limited user:

  • You will only be able to see shared contacts and contacts you created
  • You will only be able to see the key facts you've entered on contacts
  • You will only be able to see your last interaction with the contact (analytics)
  • You will not be able to see how other employees are connected to this contact
  • You will not be able to see Companies
  • You will only see your own Opportunities
  • You can export contacts you created if you filter the list down to "Contacts I Own"
  • You can see reports in the Report section that pertains to you

If you would like to change your role from or to a limited user, please contact your Customer Success Manager or support@levitateapp.com

Did this answer your question?