How to extract a recent dealer and Finance broker list from SharePoint

Created by Avanti Marketing, Modified on Mon, 14 Nov, 2022 at 11:42 AM by Avanti Marketing

Got to Sharepoint – https://avantifinance.sharepoint.com/SitePages/Welcome-to-Avanti-Finance.aspx

Click on My sites

Click on Channel Distribution online training and induction

Click on Introducers - user training

Export to Excel

Open up the query

Sort by Active - delete those who have false in this field (approx. 12 records)

Sort by Passed- delete those who have false in this field (approx. 172 records)

Then ask Lee to check that the introducer types are correct as some have upgraded to BFS facilities but the database may not have been updated by the BDM - provided to Lee 1 June 2022 for review.

If Lee wants email to go to Quicksell users as well, then need to request a list from Timo.

696 contacts as at 30 August 2022