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.


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!

Updated on: 20/12/2024