Managing a Syndicate

Adding Horses: 

1. Click + Add Horse (Ensure the horses you want to add are already in the system) either when you add a new syndicate or click Manage next to the syndicate already in your system. 

2. You can search for horses by:

• Name
• Sire
• Dam

3. Under each horse, you can view:

• Ownership percentage of the syndicate
• Date the horse was added to the syndicate

Adding/View Syndicate Members

1. Click + Add Contact when in the syndication profile.
2. You can search for contacts by:
   • Name
   • Email
   • Role
3. If you have multiple contacts, you can import them using a CSV file, which reduces manual input.
4. You can also export contacts as needed.

Note: When adding the Syndicate member via "Contacts", please assign the role of "Owner". You won't be able to add them to the Syndicate if they are "General" contacts.

Saving Changes

Once you have added the relevant horses or members or made any changes, make sure to click Update to save your changes.