Accessing Introducer Pages

• Click on Management on the top navigation bar.
• Click on Introducer Companies on the lower navigation bar.

Adding a new Introducer Company

• Click Add to create an Introducer Company as shown above

Operational Details Tab

Store information on the Introducer's operational details such as Referral Agreement and Licence Details held with pur Practice.

Add/Edit Referral Agreement

• A Referral Agreement must be created so that leads and referrals may be allocated to a Branch and Adviser. Enter the details of the adviser by selecting the appropriate Branch followed by the staff member. 

Add/Edit Licence Details