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RedTeam Go - How do I assign a trade type to a contact?
RedTeam Go - How do I assign a trade type to a contact?

This article will show you how to assign trade types to a contact.

Updated over a week ago

From the Global Dashboard hover over Contacts.

  1. Select Assign Trades

  2. Search for or find the company you want to add trades to & select them.

  3. The Available Trades & Assigned Trades will appear.

  4. With the company selected (highlighted) search or select the available trades you wish to assign to that company.

  5. By selecting a trade from the Available Trades table you will notice it moves over to the Assigned Trades table.

TIP: If you want to remove a trade, simply click the trade you want removed from the Assigned Trades table. This will move the trade back to the Available Trades table.

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