Manging Businesses/Contacts
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      3. Manging Businesses/Contacts

      How to Add/Edit a Contact's Buyer Ways (Account) details

      Explains what details can be added for each Buyer Way used by a Contact and where to add them.

      • Click on the Contacts icon to open the Contacts grid and view all the businesses associated with your Deployment (Agency)

      • Click on the Edit button on the right hand end of the row containing the Contact you wish to Edit

        KB Contacts Edit-1

      The Edit Business screen will open displaying the General information of the selected Contact

      •  Click the + Show button at the right hand end of the Buyer Ways row

      • Add Buyers Way and click Add New Buyer Way button:

      • Add the Buyer Way Name (i.e. 6 or Bulls)

      • You must click the Tick to save the new Property or your changes will be lost