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Contract enquiry validation feeds

Gareth Thompson avatar
Written by Gareth Thompson
Updated over 2 months ago

How to change contract enquiry adviser

It's simple to change the adviser for contract enquiry requests on a plan.
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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'.
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Once you are in your plan details page you will need to scroll down the page and select Please select the adviser to use for contract enquiry requests.
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Simply select your adviser and hit save.
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