Group 65
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Prospect & Client Management
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 over a week ago
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 this week
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