Setting up Trades

Step 1

  • Click on the Settings icon

Step 2

  • Click on Add Trade

Step 3

  • Enter trade details
  • Assign a color
  • Indicate if this trade is active for this plan
  • Click Done

Import Trades from an Excel file

Step 1

  • Click Import from File

Step 2

Spreadsheet format required:

Please note: All three fields are mandatory

  • Browse to an Excel/CSV file with headings for: Trade Name, Email, User


Click here -> Download Excel Template

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Updated: March 22nd, 2023