Consultants
"Consultants" allows users to manage and track consultants related information in the PurePro application. Streamline the administration of consultants by ensuring accurate record-keeping and maintaining consultant profiles.
To view a consultant, follow these steps:
Navigate to Account → Consultants
Click on a Consultant
View the associated information.
Adding Consultants
To add a consultant, follow these steps: -
Navigate to Account → Consultant
Click on "Create New" button
Provide the required details
Click "Save"
To update an existing consultant, follow these steps: -
Navigate to Account → Consultant
Click on the "Edit" button against the consultant record in the far right corner
Make the required changes.
Click "Save"
To delete an existing consultant, follow these steps [2]: -
Navigate to Account → Consultant
Click on the "Delete" button against the consultant record in the far right corner.
Confirm the action
Consultants are business unit driven and are added for each business unit. Users can create multiple consultants per business unit.
Consultants in use cannot be deleted.
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