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: 31/07/2024