Add a Syndicate

Click +Add

• In the Syndicates section, click the +Add button to start creating a new syndicate.

Fill in the Required Information

• Enter the necessary details in the required fields. You can add multiple horses or members in the same form.

Submit the Form

• Once you’ve filled out all the fields, click the Submit button to save your syndicate.

Import via CSV for Quick Entry

• If you prefer to add multiple syndicates at once, use the Import button to upload a CSV file. Make sure the file is in the correct format for successful importing.

Important Notes:

• Billing and Updates: All members of the syndicate will receive horse updates. The Syndicate Manager will receive the invoice.

Entering Owners: Ensure that all owners are added as Contacts before adding them to the syndicate. If they haven’t been entered, they won’t appear when you try to add them.