How to Add Adviser Group Contact Person

1. Go to 'Business Setup' > 'Adviser Group' > Click on Adviser Group grid in which you wish to add a contact person

2. Click on the ‘Contact Person’ tab on the Adviser Group screen. Click on the ‘Add’ button.

3. Kindly fill all the information required on 'Adviser Group Contact Persons' screen:

  • First Name
  • Last Name
  • Email Address
  • Role

4. Click on ‘Update’

4. The contact person is created.

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