MONITOR
Manage Resources
Understand what else you can do with Resources in Monitor.
Resources are Persons
, Businesses
, and Acccounts
.
Add New Person/Business
1
Navigate to The Persons/Businesses Page
2
Add New Person/Business
Click the + New Person
or + New Business
button in the top right corner.
3
Fill In Appropriate Fields
4
Submit
Add Accounts To A Person/Business
1
Locate Person/Business
Use search & filters to find the right person/business
2
Add New Account
From the details page of the Person/Business, click + New Account
.
3
Fill In Appropriate Fields
4
Submit
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