Setting up Trades
Step 1
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- Click on the Settings icon
Step 2
- Click on Add Trade
Step 3
- Enter trade details
- Assign a color
- Indicate if this trade is active for this plan
- Click Done
Import Trades from an Excel file
Step 1
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- Click Import from File
Step 2
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Please note: All three fields are mandatory
- Browse to an Excel/CSV file with headings for: Trade Name, Email, User
Delete
Click here -> Download Excel Template