How do I link STO / preferred rates to existing clients on BridgeIT
This tutorial will show you how to link a STO to a specific client. In order to get this done, you will need to make sure that you have an STO setup so that you can link it. If you are unsure as to how to set it up please click here
Click on edit client
In order for you to link a STO to a client you would need to have a STO in place. You will need to make sure that you have an STO already setup.
Click on additional
Select the rate sheet
Once you have clicked on the drop down all you will need to do is select the rate sheet and then click on save.