Setting Up Wholesale Contacts & Wholesale Groups

In the Sales Pipeline Settings section there is a new option called 'Wholesalers' where you can store individual Wholesaler Contacts. 

These can be specific to Yards and Users, and if you have created Wholesaler Groups then you have the option of adding these Wholesalers to 'Wholesale Groups'

A wholesaler Group which is essentially a Distribution List for sending multiple Wholesalers a SMS or email.  You create your Wholesaler Group in the 'Wholesale Groups screen and from an individual Wholesaler record add them to the relevant Group.  Wholesaler Groups can be specific to a Yard or User.   This can be done by going to Settings > Sales Pipeline Settings > Wholesaler Groups then Click the Add to create a new Group (#4).

From here you can Name the group and add the Appraisals yard to it.

The next step is to add the Wholesalers in.  By going to Settings > Sales Pipeline Settings > Wholesalers > Add ( + in the top right)  you can add new wholesalers 

From here you can put in the wholesaler's details and assign them to a group (or multiple groups)

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