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Portfolio Manager Help
Add a Record
Use the Navigation Explorer pane to add a buyer, seller, investor, purchased portfolio, sold portfolio, or sample portfolio.
To add a record
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In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.
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Right-click a group or folder and then click Add > Add [record name].
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In the box, type over the default text with the record name and then press Enter.