Settings & Company Management

Articles outlining how to manage your company account settings.

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17 articles in this collection
Written by Daniel R and Courtney

Pipelines

(This feature is available to Company Admins only)
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Written by Daniel R
Updated over a week ago

Data Quality

(This feature is available to Company Admins only)
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Written by Daniel R
Updated over a week ago

Billing

Manage your subscription
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Written by Daniel R
Updated over a week ago

Permissions

PreciseFP allows you to customize the permissions for each user role.
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Written by Daniel R
Updated over a week ago

User Roles

There are four customizable user roles in PreciseFP
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Written by Daniel R
Updated over a week ago

Users

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Written by Daniel R
Updated over a week ago

Teams

PreciseFP allows you to create multiple teams under your account.
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Written by Daniel R
Updated over a week ago

Organization

Available only to Company Admin's
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Written by Courtney
Updated over a week ago

Integrations

PreciseFP integrates with several other CRM’s and financial applications.
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Written by Daniel R
Updated over a week ago

Notifications

How to manage your email notifications
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Written by Daniel R
Updated over a week ago

Profile and authentication

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Written by Daniel R
Updated over a week ago

Switching teams

How to switch teams
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Written by Daniel R
Updated over a week ago

Settings

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Written by Courtney
Updated over a week ago

Change of Login Email

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Written by Courtney
Updated over a week ago

How to "hide" pages

Hide certain pages from the client/prospect profile or file based exports
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Written by Courtney
Updated over a week ago

User vs. Team

The differences between users and teams
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Written by Courtney
Updated over a week ago

Account Pipeline Stage

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Written by Daniel R
Updated over a week ago