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

Please note: All three fields are mandatory

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