Prospect & Client Management

Articles explaining how to manage your prospect or client information.

10 articles in this collection
Written by Courtney

Search For Clients/Prospects

How to search for a client or prospect account

Written by Courtney
Updated over a week ago

Manually Close A Client/Prospect Engagement

Steps showing how you can close out a client/prospect engagement

Written by Courtney
Updated over a week ago

Accounts

Client and Prospect Accounts: How to Create, Favorite, Archive, Convert and Remove.

Written by Courtney
Updated over a week ago

Moving Accounts to Another Team

How to move accounts from one team to another

Written by Courtney
Updated over a week ago

Account Security

Client/Prospect Account Security and How to Unblock an Account

Written by Courtney
Updated this week

PIN Process

For initial, high security templates only!

Written by Courtney
Updated over a week ago

Profile History

Written by Courtney
Updated over a week ago

Account Profile

Client or prospect account profile

Written by Courtney
Updated over a week ago

Account Timeline

PreciseFP tracks and stores all activity performed in each account.

Written by Courtney
Updated over a week ago

Client and Co-client

Written by Courtney
Updated over a week ago