Brokers

Brokers can be setup for sending trade inspections when a machine is being traded. Brokers are kept separate from a Dealers prospects and company records. To setup a Broker follow the steps below. NOTE: The steps below assume you have System Admin rights. To access System Admin, select your name in the upper right of crmSeries and select System Admin. If you do not see System Admin, you do not have system administration rights.

Add Broker

1. Select Broker, Brokers.
2. Select Add to add a new broker.
   
3. Enter the Broker information in the Broker Panel.
   1. Broker Name – (Required) Enter the name of the broker.
   2. Broker No – (Required) Enter a unique the Broker Number.
   3. Address – Enter the full address including the city and state of the broker. This will provide a list of possible address that you can select from and populate the other address fields.
   4. Address 1 – The first address line of the broker.
   5. Address 2 – The second address line of the broker.
   6. City/State/Zip – City, State (Province), and Zip (Postal) of the broker.
   7. County/Country – County and Country of the broker.
   8. Phone – Phone number of the broker.
   9. Fax – Fax number of the broker.
   10. Web – Web site of the broker.
4. Select Save.

Edit a Broker

1. Select Broker, Brokers.
2. Select the Edit icon for the broker row to edit.
   
3. Make the necessary modifications to the broker record.
4. Select Save.

Add Broker Contacts

1. Select Broker, Contacts.

   

2. Select the Add button.
   
3. Enter the Contact information in the Broker Contact panel.

   

   1. Broker – (Required) Select a Broker that the contact is associated with.
   2. First Name – (Required) Enter the broker contact first name.
   3. Last Name – (Required) Enter the broker contact last name.
   4. Email – (Required) Enter the email address of the broker contact.
   5. Phone – Enter the phone number for the broker contact.
   6. Cell – Enter the mobile number for the broker contact.
   7. Fax – Enter the fax number for the broker contact.
4. Select Save.

Edit a Broker Contact

1. Select Broker, Contacts.
2. Select the Edit icon for the contact row to edit.
   
3. Make the necessary modifications to the broker contact record.
4. Select Save.

Broker List

The broker list is a method to segment the brokers into like groups. As an example, you may have brokers that are only interested in Dozers. To create a broker list, follow the steps below.

1. Select Broker, Broker Lists.
2. Select Add.
   
3. Enter a Broker List Name.
4. Select the Save icon.
5. Select the Manage Contacts link to list all the available broker contacts.
6. Place a check next to each broker contact that should be associated with a broker list.
7. Select Save.