Add a Contact to a Buyer Business
How to add a Contact email recipient to a Buyer so they receive post sale reports and NVD's.
- From the Buyers screen, find the relevant buyer and click the Three Dot button.
- Select Contacts from the drop-down menu.
- Click - Hide in the General section.
- Click + Show next to the Contacts section.
- Click Add Contact.
- Enter the buyer email and name, click Save.
- Repeat steps 3-6 for each agent, agent tabs are located above general.
Is Commercial Recipient: will receive all reports containing price sensitive information.
Is Compliance Recipient: will receive post sale summaries and NVD's.
Leave both toggles turned on to receive all reports.