How do I assign a Trade Type to a contact?

From the Global 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
    TIP: 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.
Select Trade