Adding a New Lender/Provider to your Address Book
Introduction
This page will show you how to add a new lender/provider to your Address Book
User Permissions
There are two permissions that need to be enabled so you can add a New Lender/Provider
Home > System Settings > User Permission Groups & Set Permissions > Click edit on the user group you wish to update
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Access your Address Book
Select the ‘Lenders/Providers’ option from the list presented
Use the ‘New Lender’ option
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Complete relevant details to the Lender/Provider you are adding
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Ensure that you complete the ‘Leadtime until payment is due once product is on risk/complete (days)’ field, this could be 0, to ensure that the Commission Due to calculated correctly
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Finally ‘Apply to Products’ so to ensure that when you access the product the Lender/Provider appears in the relevant dropdown
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'Save Lender' to add the New Lender/Provider to your CRM
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