To add people to your profile, log in to your dashboard. From here, click ‘People’ from the left-hand navigation. You can then click ‘Add an advisor’ to input your people’s key information.
Articles in this section
- How do I add branches?
- How do I set up my client preferences?
- How do I add my information?
- How do I add my people?
- How do I add photos?
- How do I add social links?
- How do I add client recommendations?
- How does my profile appear in search results?
- What are special offers?
- How do I add special offers?