3. Create Consultants Entry

This section describes how to create a consultant entry as part of your team.

Steps to add a Consultant

1. Go to Menu -> General -> Team

2. At All Team Members Bar on top, click on Add icon, and select Add Team Member.

3. New Team Member page is created, add details, such as,

   • Full Name - Enter the name of the consultant.

   • Designation - Enter the designatin.

   • More Details - Enter more information, if any.

   • Email

   • Phone

   • PAN

4. Click on Create Team Member button.

The member is successfully added to the team.

It will be reflected in the General -> Team