Pre-Qualifications

The pre-qualification allows you to capture all the relevant information regarding the Partner. 

How to Add a Pre-Qualification

To add a new pre-qualification from the Partner table, select the Partner by clicking on their name

This will show a popup of the Partner Details: 



• Under ‘Pre-qualification’ select ‘+’ on the right of the box. 

• The pre-qualification form will be shown to add all relevant details.

• Once complete select Save (floppy disc icon in the bottom right)
• Close the form using the X in the top right.

To view the Pre-Qualification:

To view/amend a current Pre-Qualification select the name that is highlighted in the box. This will open the current form. 

If you need to delete this pre-qualification, select the bin icon in the ‘Remove’ column.