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Prospect & Client Management

Prospect & Client Management

Articles explaining how to manage your prospect or client information.

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9 articles in this collection
Written by Courtney

Accounts Overview

Client and Prospect Accounts: How to Create, Favorite, Archive, Convert and Remove.
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Written by Courtney
Updated over a week ago

The Account details

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Written by Courtney
Updated over a week ago

The Account list

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Written by Courtney
Updated over a week ago

Moving Accounts to Another Team

How to move accounts from one team to another
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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
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Written by Courtney
Updated over a week ago

Profile History

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Written by Courtney
Updated over a week ago

Account Profile

Client or prospect account profile
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Written by Courtney
Updated over a week ago

Account Timeline

PreciseFP tracks and stores all activity performed in each account.
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Written by Courtney
Updated over a week ago

Client and Co-client

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Written by Courtney
Updated over a week ago