Introducer Management
- Alom Hussain (Unlicensed)
- Matt Sullivan (Unlicensed)
Accelerate can store the details of your introducer and supplier business partners. To work on this data, you need the appropriate permissions - if you don't see the Introducers and/or Suppliers entries in the top menu you do not have the necessary permission.
Note: Ask your administrator if you do not have the necessary permissions.
To search your Introducer database, simply enter a full or partial firm name in the search box and press return:
Pressing any of the Add Introducer buttons will enable details to be entered. The page illustrated below is for the firm's details, rather than those of any contacts at the firm - i.e. telephone numbers entered here should be for switchboards.
External Reference and External Reference 2 can be used to store mapping IDs for this introducer from any other systems.
Introducer Type can optionally be used to categorise your Introducers.
Once you have created the core firm information you are able to add contacts and notes to the introducer record:
Adding a contact:
And the resultant record:
And with a note added also:
The same functionality is available for suppliers.