IntelliBrand Console - Help Videos

Manage Customers - Adding Customers
Select on Master Data > Customers > Customers Select New from Grid operations Enter details for this customer Select on Update, then select SAVE ...
Fri, 6 Mar, 2026 at 3:55 PM
Manage Users - Adding a new user
To create a New user follow these steps:  Go to Master Data → Users & Journey Plans → Users. Select on NEW. A new row will appear at the bottom of th...
Wed, 11 Mar, 2026 at 3:20 PM
Journeyplan - Adding a Journeyplan
To create a new Journey Plan for a customer and assign it to a user, follow these steps: Go to Master Data → Users & Journey Plans → Journey Plan. ...
Wed, 11 Mar, 2026 at 3:22 PM
Products - Adding Product groups, SubCategories & Products
Important:   If adding a new Product Group (Category) you must add a new Sub Category before adding the new Products. All 3 must have a unique codes for e...
Wed, 11 Mar, 2026 at 3:24 PM
Objectives - Adding Objectives
Select Objectives In here select on New Objectives and name this Select on New Objective Item - enter objective Select and enter Start/End Date Tick Act...
Wed, 11 Mar, 2026 at 3:27 PM
Media - Adding new Media
Adding Media Select on Master Data >> Media in the console Select on New Category to add a new Category To add any Media type always select ...
Thu, 28 Nov, 2019 at 11:00 AM
Lookups - Editing lookups
Select on Lookups Choose the Lookup you wish to Add/Delete To Add a new Lookup expand on the + sign, click on Options then select on NEW This will enter ...
Wed, 11 Mar, 2026 at 3:29 PM
Listings - Audit/Order set-up
Adding an Order/Audit listing Select on Listings > Product Listings To create a new Listings select on NEW and name this Enter the Start/End date ...
Fri, 13 Mar, 2026 at 3:16 PM
Completion Codes - Adding completion codes
Select on Lookups Select Completion codes Select on NEW Enter Description Select on SAVE Options available; Push Call - This will push the call ...
Fri, 13 Mar, 2026 at 3:15 PM
Importing Data
Click on [Import Data] Select the data you wish to import  Browse to the file to import Click [Open]
Fri, 13 Mar, 2026 at 3:17 PM