Origination Portal Introducers and Suppliers
- Lauren Strang
- Daniel Layne
As you are able to specify where a proposal has originated from within the Portal, you are also able to view a list of available Introducers and Suppliers within the Admin section of the Portal.
The lists of Introducers and Suppliers are populated directly from those stored in Accelerate and you are able to view their unique references.
Note: for an introducer or supplier to appear in the portal, it must have a value in its External Reference field in Accelerate. The External Reference can be any arbitrary value but it must be unique across all records of that type - i.e. there shouldn't be two introducers with the same External Reference, nor two suppliers, but an External Reference which is used on an introducer can be used on a supplier, and vice-versa.
To access your list of Introducers and Suppliers, head into Admin and either the Introducers or Suppliers options:
