Everyone on your sale

People starts with four groups: your side, the buyer's side, the lender, and the title or closing team. Everyone you add belongs to one of them.

Adding someone doesn't give them a login. They're a record you keep, so you know who to call and what they're for.

"Add someone new" is at the bottom of the People panel. You can add several people in one run.

In your room, this is under “Open People”.