Viewing Contacts in a Syndicate

Step 1: Access the Contacts Tab

• Click on the Contacts tab in the main navigation menu

Step 2: Select Syndicates from the Dropdown Menu

• From the dropdown menu, select Syndicates

Step 3: View Your Syndicates

• You will now see a list of your syndicates. This includes details like the number of owners, horses, and the creation date

Step 4: Export / Import Contacts

• To Import your syndicate lists, click the Import button. Make sure your contacts are formatted according to the specified template (xxxxx) for successful import
• To Export your lists, click the Export CSV button. You can choose to print or save it as a PDF or download it as a CSV file

Manage Syndicate Status

• To keep a syndicate active or inactive, click the Active button next to the syndicate name.
  • Clicking it will make the syndicate inactive, meaning no owners in that group will receive any correspondence related to the syndicate.
  • This process is the same as managing individual contacts.

• To reactivate the syndicate, follow the same steps and click the Active button again