This feature is designed to streamline updating advisor information such as phone numbers, email addresses, ability to add/remove advisors to/from a team and a quick look at what ring schedules advisors are on! Follow the steps below on how to utilize this feature.
- Click on the Manage page and select the Advisor tab.
- Select the advisor or manger you are wanting to update information for.
- Fields that can be updated include
- First and last name
- Phone Number
- Email Address
- Role
- Teams
- Removing advisors from a ring schedule
Please note:
- John Deere User ID can only be updated by the Advisor in the User Profile.
- Primary information can not be updated in this view.