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Add intermedairy

Ellis Verstegen avatar
Written by Ellis Verstegen
Updated over a year ago

To create a new intermediary, you use the 'Create Intermediary' button. This button is located in the upper right corner of the window.

Within 'Add Intermediary,' you can enter all the details of the respective person. All of these details can assist you in selecting an intermediary in the database.

You should fill in, if possible:

  • Personal information (Name, Address, and Contact Information)

  • Chamber of Commerce (KvK) and VAT number

  • Logo

  • Opt-in/opt-out for receiving mailings

  • Owner: Assign an owner (to add an owner to the drop-down menu, go to the 'Users' module -> 'Users').

  • Office: Assign an office (to add an office to the drop-down menu, go to the 'Users' module -> 'Offices').

  • Collaborator: Assign an employee (to add an employee to the drop-down menu, go to the 'Users' module -> 'Users').

  • Postal and visiting address details

  • Industry: Quick search filter specific to an industry/department (to add an industry/department to the drop-down menu, go to the 'Database' module -> 'Branches').

  • Sector: Quick search filter specific to a sector (to add a sector to the drop-down menu, go to the 'Database' module -> 'Sectors').

  • Priority: High-medium-low, additional selection option for quick searches (to add a priority to the drop-down menu, go to the 'Database' module -> 'Priority').

Next: Intermediary: viewing & actions

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