How to add Adviser Contact Person

1. Go to 'Business Setup' > Advisers > Select the adviser in which you want to add a contact person

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


3. The next screen requires some mandatory information, enter all the below-mentioned fields:

  • First Name
  •  Last Name
  •  Email Address
  •  Role

4. Click on ‘Save’

5. The contact person is created

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