Prospect & Business Management

Add, edit, and delete prospect and business users directly from the business summary page.

Prospect and Business Key Person/User Management

Need to add users for your prospect and customer businesses?

Users can be managed within a new (or open) prospect request or through the “Business Summary” of the business or prospect.

Simple, easy, and fast.
1.) After logging into the system, click on the business name to display the Business Details screen.

2.) Scroll down to the bottom of the Business Details screen to see the users related to the business.

3.) From here you can edit, delete and/or invite users.

If you have questions or need additional information, please contact [email protected].