Dashboard
- How to add a client
- How to give Client Portal Access
- Shared Client Profile / Shared Net Worth
- How to add Client Notes & Log Meetings
- How to manage Documents
- How to use CRM staging for your clients
- Where to see all Client Segments, CRM Stages and Updates
- How to use Reviews
- How to use Referrals
- How to see which members of your team have access to a client (Advisers)
- How to use Questionnaires
- How to Customise Questionnaires
- How to use Tasks at the Client Level