Create a Broker

Creating a New Broker

The following steps are required to create a new broker:

1. From the Brokers tab select New.




2. Enter the details of the broker including the Company Name, Branch/Division, Telephone, Email and Postal Address.
3. Click Submit.

To add a new contact to the broker;

1. Select the Contacts tab, then click Add New Record.




2. Enter the contact details and any notes required in the Notes section then click Insert to save data.




3. You should see the contact screen again with the newly entered data.

Editing an Existing Broker

The following steps are required to edit an existing Broker:

1. Navigate to the Broker tab and click the Edit link adjacent to the entry you would like to modify.




2. In the Company Details tab, modify the business, address, and other information then click Submit.

To update a contact;

1. From the Contacts tab, click the Edit link adjacent to the entry to wish to edit.




2. Update the details as necessary, then select Update to save the changes.

Viewing an Existing Broker

To view an existing broker's details:

1. Navigate to the Broker tab and click > adjacent to the entry you would like to view.




2. Navigate between the Contact Information, Address Information and Contacts tab to see the relevant information.

Article ID: 22, Created On: 1/6/2011, Modified: 3/22/2011