Settings & Company Management

Articles outlining how to manage your company account settings.

18 articles in this collection
Written by Courtney and Daniel R

How to set up BCC for PreciseFP client/prospect emails

If your compliance requires an archive of all client/prospect correspondence, we have you covered for your PreciseFP engagements

Written by Courtney
Updated over a week ago

Pipelines

Please note: Pipelines can be customized by your Company Admin only

Written by Daniel R
Updated over a week ago

Data Quality

Please note: Data Quality can be customized by your Company Admin only

Written by Daniel R
Updated over a week ago

Billing

Manage your subscription

Written by Daniel R
Updated over a week ago

Permissions

PreciseFP allows you to customize the permissions for each user role.

Written by Daniel R
Updated over a week ago

User Roles

There are four customizable user roles in PreciseFP

Written by Daniel R
Updated over a week ago

Users

Written by Daniel R
Updated over a week ago

Teams

PreciseFP allows you to create multiple teams under your account.

Written by Daniel R
Updated over a week ago

Organization

Available only to Company Admin's

Written by Courtney
Updated over a week ago

Integrations

PreciseFP integrates with several other CRM’s and financial applications.

Written by Daniel R
Updated over a week ago

Notifications

How to manage your email notifications

Written by Daniel R
Updated over a week ago

Profile and authentication

Written by Daniel R
Updated over a week ago

Switching teams

How to switch teams

Written by Daniel R
Updated over a week ago

Settings

Written by Courtney
Updated over a week ago

Change of Login Email

Written by Courtney
Updated over a week ago

How to "hide" pages

Hide certain pages from the client/prospect profile or file based exports

Written by Courtney
Updated over a week ago

User vs. Team

The differences between users and teams

Written by Courtney
Updated over a week ago

Account Pipeline Stage

Written by Daniel R
Updated over a week ago