Sending extra contacts to the web

Owned by Sharon Harden (Unlicensed)
Last updated: Sept 19, 2022
1 min read

  1. Navigation panel > Relationships > Cards

  2. Search for and select the customer card

  3. Click on the tab Contacts

  4. Add or select the contact

  5. Make sure the contact is set as follows:

  • They must have a Full Name (first and last name)

  • They must have an Email Address

  • They must have a Phone Number

  • They must have a Job Description

  • They must have a Role

  • They must have either Accounts Payable or Purchasing Officer ticked (flagged)

  • All other fields are optional and can be filled in if you have those pieces of information.

  • Once you have made sure the above is filled in, then click on the button Save

  • Then select the contact and click on the button Send Contact To Web

Where the organisation already exists, and you've got child cards for that organisation, then do not upload it from Readysell, instead go to Org Admin and manually add that user to that existing organisation then go back to Readysell and add the contact's Web ID you just created onto the correct contact. If you do not know how to do this, then contact Office Brands Head Office and ask for their assistance as Org Admin, Web Admin and Management Centre are Office Brands programs and explain to them it cannot be done in Readysell and send them the link to this document so that they have a better understanding as to why you are calling them.