Affiliates are any contact connected to a voucher that does not receive commissions. This will include the "Bill To" and tenant, as well as owner, management, attorneys, additional brokers, etc.
Locate Existing Affiliate
If you have previously used an affiliate, they will be saved in the field drop-down to be easily added to future vouchers.
Choose the "Select Affiliate" to open drop-down
Use Search option OR Scroll through list to quickly locate affiliate
Select your affiliate and details will be added to affiliate tab
Quick Add
If the affiliate you are searching for is not already in the drop down list, it is easy to quickly add a new affiliate directly in the affiliate tab of a voucher.
Select the "Add New Affiliate" button at the bottom of the affiliate tab
Complete the required fields: Company Name & E-mail Address
Include additional details to store affiliate data in an easily accessed location
Save and now affiliate will appear in drop down list
Add or Edit Affiliate
View, add, and edit affiliates in a centralized location.
Open Settings
Select Affiliates
To Add an affiliate - choose "New Affiliate" in top right corner
Complete fields to include all affiliate details
To Edit existing affiliate - choose "Edit" on right hand side to review and update
Company Name & E-mail are required for all affiliate types