When creating your Market, it is recommended that you use a generic name that incorporates all cities that you service. We suggest that you use only one market UNLESS you have branch offices that utilize separate staff to serve each office. If your market area includes several cities in close proximity we still recommend ONE market in your system to streamline efficiency.

Adding Markets

1. Click on the Markets tab on the left hand side of the screen and the following options will appear:



2. Click on the + next to Add New Market.




3. Fill in the Market name, select the State, and click Add. Your new market will appear as in the screenshot above.

Important: