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Creating an Advisor - Dealer
Creating an Advisor - Dealer
Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

Creating an Advisor is necessary so the correct Investors can be assigned to them.

  1. Select the Advisor Module.

2. Select the Add Advisor or Assistant button.

2. Under “New Advisor or Assistant” window, complete all fields with as much detail as possible and click Save.

Creating an Advisor Video:

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