How to add a lead contact

Adding a lead contact

Adding a lead contact can be done in two ways.

First option:

When uploading the Excel file, you can add a contact to the desired container in the "Lead contact" column.

lead contact 1

Second option:

If you have already uploaded a container and later want to add a lead contact, you can do so by opening the desired tradeflow. Then, click on the << icon at the top right.

lead contact 2

Here you find the "partners" tab. Click on "edit" and select the desired lead contact, then close.

lead contact 3

lead contact 4

If you have any further questions, feel free to send a message via the chat function on Dockflow or email us at support@Dockflow.com.