Setting up Trades
Step 1
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/7891/direct/1677705643000-1677705643000.png)
- 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
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/7891/direct/1678897103399-1678897103399.png)
- Click Import from File
Step 2
Spreadsheet format required:![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/7891/direct/1677273485054-1677273485054.png)
Please note: All three fields are mandatory
- Browse to an Excel/CSV file with headings for: Trade Name, Email, User
Delete
Click here -> Download Excel Template