In this video, I’ll walk you through how to add owners to the system and manage their details.
By the end of this tutorial, you’ll know how to successfully add new owners, edit owner information, and navigate the owner management section with confidence.
0:00 Introduction
0:15 Navigating to the Owners Section
0:45 Owner Names Examples
2:15 Email Addresses
3:07 Postal Address
3:46 Bank Details
4:23 Payment Reference
4:56 Notes
5:20 Shared Folder
5:58 Active Search
6:42 Edit Owner
6:52 Making Owner Inactive
6:45 Record Retention requirements
8:23 Do not add the same owner twice.
8:37 Wrap-Up
