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.

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.

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

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.