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Settings & Company Management
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
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
Billing
Manage your subscription
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