An agent may have one or many team members who need notified when an order is placed. On each order the agent can type in these people but the agent can also add these parties on their profile to automatically appear on every order.
1. Click on Search
2. Search for the Agent you want to add default additional contacts
3. Click on Place Order
4. Click on dropdown trigger
5. Click on Settings
6. Click on Account Managers & Contacts
7. Click on Add Additional Contact
8. Enter in the Information about the additional contact
9. Click on Save
10. Now this contact will be added to every order automatically!
