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