A Person is a Contact within MCA Suite. A Person can be linked to one or many Companies, and will inherit the Contact Type of the Company when it's linked. A Person can also be linked to a user in your workspace to help track commissions.
To create a Person, locate and click on the Contacts icon on the left menu:
The next page will display a listing of Contacts broken up into Company and People. To create a Person, click on the the "People" tab and you will see a "People" icon on the right of the page:
Click on the "People" icon which will bring slide-out will appear where you can enter the Person's details.
- MCA Suite only requires First Name when creating a Person;
- You can associate the Person being created with an existing Company by entering the name of the Company in the system. Refer to these articles on creating a Broker and Funder;
- A Person can also be associated with a workspace user. Linking a Person with a workspace user will allow you to display key data points to the user. For example, sharing how much commission the Person has earned from a Merchant Cash Advance deal the user closed.
Click on "Create" to save the Person in MCA Suite.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article