If you click on the ? icon in the left hand corner it will pull up the help panel

Each subsection will display a help video.  Clicking on Knowledge Base will direct you to our help center.
 

A few quick references:

  1. Integrations
  2. How to add a template from the library to My Templates
  3. How to add new client/prospect accounts
  4. How to engage a client/prosepct
  5. How to view a completed/in progress engagement
  6. PreciseFP's Digital Transformation steps 
  7. Please also check out our educational webinars hosted throughout the week.


Keyword: Training, webinar, learn PreciseFP, help videos

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