Prospect & Client Management

Articles explaining how to manage your prospect or client information.

12 articles in this collection
Written by Courtney

Accounts Overview

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

Written by Courtney
Updated over a week ago

The Account details

Written by Courtney
Updated over a week ago

The Account list

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

Manually Close or Re-open a Form Engagement

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

Written by Courtney
Updated over a week ago

Account Security

Client/Prospect Account Security and How to Unblock an Account

Written by Courtney
Updated over a week ago

PIN Process

For initial, high security form 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

How to reset a client/prospect password

Instructions how to reset passwords for your clients and prospects.

Written by Courtney
Updated over a week ago