Searching for introducer
To search your Introducer database, simply enter a full or partial firm name in the search box and press the return key:
Adding contact/note
Once an introducer or supplier have been created and saved. You are able to add contacts and notes to the introducer record:
Adding a contact
To add a contact, click on 'Add Contact'
Once you are happy with details inputted, click on 'Save' and the resultant record would be:
Adding a note
To add a note, click on 'Add Note':
A page similar to the one below would display, input your desired details and click on 'Save'.
the resultant record would be:
Note: The same functionality is available for suppliers.