Participant Firms

Owned by Michael Ttooulis
Nov 27, 2017
1 min read

eKeeper CRM Knowledge Base



How to add a new Participant Firm

Clicking the New Participant Firm button will bring you to the editing page where you can:

  • Participant Network: Select which Network the Firm belongs to
  • Name: The name of the new participant firm
  • Description: Write a short description of what the firm is
  • FRN: Firm Reference Number
  • Principle Email: The new firm's main email address
  • Email: Another email address for the firm
  • Internal Name: The name of the firm
  • Internal Reference Number: Reference number that you have given the firm
  • Active: If they are active/in-active on the system

-List of Participant Firms