Filter
Top Products
Managing Agent:
Click on Parameters
Click on Managing Agent
Click on the Add Managing Agt.
button to open a new window that
will allow you to enter in the
Managing Agent’s information.
Click on the Persons button to
open a new window that will allow
you to enter in contacts for the
managing agent.
Clicking on the New button in the
contact window will open the
Person Details window, allowing
you to add a contact to Managing
Agent.
Click on Parameters
Click on Installation Company
Installation Company:
Follow the same process that you used for adding a
managing agent and managing agent contacts to add an
Installation Company.
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