Portfolio - Markets & Managing your Portfolio

• Related Articles

• My Portfolio - Portfolio Details

  Portfolio Details The portfolio management is broken up into two different drop down options. Portfolio details and Bulk actions.  This article looks at portfolio details. You would use this method if you wanted to change Producer or Product details ...

• Portfolio Refreshment

  How to Refresh My Portfolio? eBev's Best Practise, a step by step guide. Portfolio updates seem overwhelming? Here is our step by step guide to help you update your portfolio quickly and have it looking it’s best for your customers. Navigate to the ...

• My Portfolio - Bulk Actions

  Bulk Actions  In Bulk Actions you may change pricing and add market states in a quick manner across product ranges. You would use this method if you had new pricing for a brand or have grown your distribution into new states. Importantly in this page ...

• Managing Users

  Inviting Users to Join the Account 1. Navigate to the "Me" icon in the top right hand corner of the screen 2. Select sub-heading "Manage Users"  3. Hit the "Invite User" button 4. Populate the following fields: Note User Role Definitions in step 5  ...

• My Portfolio - Enrich your Portfolio

  (If you are starting from scratch and need to set up your portfolio you will need to add brands before you begin enrichment. Please read through all the Portfolio articles before you begin this process. You will find how to in the Bulk Actions ...