Adding an Introducer
Adding an Introducer in Plannr is simple!
Go to the Contacts tab
Select Add New.
From the drop-down list that appears, select Introducer.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/image_m4dr2l.png)
Decide if the Introducer is a prospect
Enter the Business Name
Add the Introducer’s Email Address
Add an Assigned Adviser if you wish, but this does not have to be filled in.
Input the** Anniversary Date**.
Add the Introducer to any Groups if needed.
Select the appropriate Charge Split Schema for the Introducer.
Save when ready!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/image_1i07xyk.png)
Go to the Contacts tab
Select Add New.
From the drop-down list that appears, select Introducer.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/image_m4dr2l.png)
Decide if the Introducer is a prospect
Enter the Business Name
Add the Introducer’s Email Address
Add an Assigned Adviser if you wish, but this does not have to be filled in.
Input the** Anniversary Date**.
Add the Introducer to any Groups if needed.
Select the appropriate Charge Split Schema for the Introducer.
Save when ready!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/image_1i07xyk.png)
Updated on: 31/07/2024
Thank you!