How do I add someone to My Team?

You have your dream team in mind. Now we’ll recruit so you can start winning with referrals. The first step is to find the person you want on your team. Select the Team button at the top of the screen followed by Search Network. Then, enter their name in the search field that displays on the next page. Entering a first and last name will further narrow your results. Hitting enter on your keyboard will populate a list of professionals matching the description.

When you find the right professional, use the Add to Team button listed on their profile to invite the cardholder to your team. 

Don't see a professional you know in our network? CLICK HERE to view our article for steps on adding someone to your team outside of the network.

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