1. From the settings menu, select a simple list: Region, Industry, Commission Rights, Business source, Property

  2. Select to add a new entry

  3. Input applicable data

  4. Click Update to save

  5. Verify that you can see the new entry in the list

  6. You can edit the new entry at any time by clicking on the Edit button. Entries can only be deleted if they are not in use.

Regions can be used to describe geographic areas that you typically serve

Industries can be used to describe industries that you typically serve

Renewal Commission Rights can be used to describe any defaults or variances in commission rights upon renewal

Business Sources can be used to describe various means of obtaining business that you typically use, such as Network, Website, Referral, etc

Property can be used to classify different properties types for your deals

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