Assigning Trades to a Company

Last updated 10 months ago

From the main dashboard hover over Contacts

  1. Select Assign Trades

  2. Search for or find the company you want to add trades to & select them

  3. The Available Trades & Assigned Trades will appear

  4. With the company selected (highlighted) search or select the available trades you wish to assign to that company.

  5. By selecting a trade from the Available Trades table you will notice it moves over to the Assigned Trades table

If you want to remove a trade, simply click the trade you want removed from the Assigned Trades table. This will move the trade back to the Available Trades table.