Branches tab
Managing a large number of work addresses across multiple offices for company customers is crucial. Knowing which branch manages specific properties helps ensure that you are always dealing with the correct contact at the correct company location, especially when working with large estate agents.
Adding a New Branch
âĄď¸ Add new branch > Enter address information > Save branch.
Merging Branches
Go to the Actions column
Click Edit
Click Advanced options
Search for branch in 'With' field > Select from results
Click "Merge"
Type "merge"
Click Confirm merge branch
Branches must belong to the same customer to be merged.
Managing a branch
Once added, branches can be managed easily.
To edit a Branch
âĄď¸ Actions > Edit > Amend information > Save
To delete a Branch
âĄď¸ Actions > Delete > Type 'delete' > Delete