Parties

In the Parties section, you can manage and associate various stakeholders involved in the lead process, such as consignees, shippers, or carriers. This section facilitates the organization of contact details and ensures seamless communication among relevant parties throughout the lead lifecycle. Let's explore how to efficiently manage parties within your leads.

Update Parties

1. Begin by accessing the display of all leads.

2. Click on the Lead file to open its file for editing.

3. Scroll down and click the Parties section.

4. Click the icon adjacent to the added parties, and select Edit button.

5. This action will open the Billing Party window, where you can modify the Parties details as needed.

6. Click Save button.

Add New Parties

1. Click on the + Add New Parties button to initiate the addition process.

2. This action will prompt the Add Parties window to appear.

3. From the dropdown menu labeled Select Parties to Add*, choose the relevant parties.

4. Upon selection, the contact details associated with the chosen parties will automatically populate. For instance, selecting "Consignee" will display the relevant consignee details for you to choose from.

5. In case the parties you require are not in the existing contact list, click on the button adjacent to the second text box. This will trigger the appearance of the Create Contact dialog box, allowing you to input the necessary details for the new parties.

6. Once all details are entered or selected, click the Save button to confirm the additions.