How to change contract enquiry adviser

There are a few steps needed on Plannr to change the adviser for contract enquiry requests on a plan.

Start by clicking on to the sidebar where you can select 'plans'. After selecting the desired plan you will then need to select 'plan details'.



Once you are on your plan details you will need to scroll down the page and select Please select the adviser to use for contract enquiry requests.

Updated on: 31/07/2024