How do I add new Servicing Advisors to my database?

One of the fields you can use to classify your database contacts is Servicing Advisor.  If you would like to designate a Servicing Advisor not already available in your database, you have the ability to add new Servicing Advisors.

To do so, first go to Manage Your Account


 Then, select Manage Database Lists


The body of the Manage Database Lists page is controlled by which List you have selected in the Manage Lists column on the right:   


After you've clicked Servicing Advisors, your page will display this list.  Below is an example Servicing Advisors list: 


You can add new Servicing Advisors by clicking the add button in the top right corner.  You'll then see the below modal: 


Just type in the name for your new Servicing Advisor and click add servicing advisor.  

Servicing Advisors have both Edit and Delete options available from their Actions menu, meaning you can edit their name or delete them entirely.

After adding your Servicing Advisor, it will then be available in the menu when editing a contact's Details or to add to contact records in bulk.  

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