• Create New Record
  • Edit Record
  • Delete Record(s)
    • Record Profile
    • Timeline
    • Email
    • Attachments
    • Notes
      • Default Table Views
      • Changing Table Views
      • Custom Table Views
      • Default Module Views
      • Changing Module Views
      • Custom Module Views
    • Filters
    • Search Bar
    • Referring Agent
    • Agents Referredr
    • Businesses Referredr
    • Deals Submitted
    • Commissions
    • Assocaited Agents
    • Business Information
    • OWners Information
    • New Deals / Renewal / Addons (?CHange to Deals?)
    • Associated Agents
    • Deal Status History
    • New Deal Submission Form
    • Approval Form
    • Deal Funded Form
    • TBU
    • Sub Company Name's
    • Deals Submitted To
    • Accepted Deals
    • Deals Funded
    • Documents
    • TBU
  • Search Deal
    • Referring Agent
    • Agents Referredr
    • Businesses Referredr
    • Deals Submitted
    • Commissions
      • Login to your WordPress Dashboard
      • Create New Page
      • Add Template Containers
Edit Record
  • To edit an existing record, navigate to the appropriate Module and hover over the record in the Table View.
  • Click on the pencil to the left of the highlighted record.
  • This will take you to the intake form. From here you can edit the necessary fields
  • When you are done, click on the blue "Save" button to the top right to save your changes.
  • Login into https://www.bestlinefunding.com/wp-admin. This will take you to the dashboard.
  • In the navigation to the left, hover over pages, and click on "Add New Page"
  • Add the Title for your New Page
  • Change "Template" to "100% width"
  • Click "Publish" to create your blank web page.
  • Click the blue button "Avada Live" to launch the editor.
  • Click "Add Container".
  • Select "Library Containers"