Brands are created and managed via the Address Book.
Only users with the ‘Manage Brands’ permission can add or edit brands.
Note: In some Pronto instances, Quick Create is enabled — allowing you to create brands on the fly when setting up a project.
Even if you use Quick Create, you can always return to the Address Book later to update brand details.
How to create a brand:
- Go to Address Book
- Select the ‘Brands’ Tab
- Click ‘Create Brand’
- Enter the Brand name and other details
- (Optional) Link the brand to a Master Client (If the Master Client doesn’t exist yet, create it first. You can update the Master Client link later — this won’t affect existing projects)
- Click save
Notes on creating brands
- Before adding a new Brand, think about which Master Client it should belong to for roll-up reporting
- If the Master Client doesn’t exist yet, it’s best to create it first
- Always check the Address Book to avoid duplicating an existing brand (look out for alternate spellings)
- After creating the brand, don’t forget to map it to an Office — otherwise, users won’t be able to select it when creating Projects
A little planning upfront ensures clean data and better reporting later.