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Getting Started

A quick help guide to getting started in PreciseFP

Updated over a week ago

If you click on the ? icon in the left hand corner it will pull up the help panel

Each subsection will display a help video.  Clicking on Knowledge Base will direct you to our help center.

A few quick references:

  1. Integrations (Click on your integration and a list of help articles will be available including the overview for that particular integration and how to enable/use it)

  2. How to add a form template from the library to My Templates

  3. How to add new client/prospect accounts

  4. How to engage a client/prospect with a form

  5. PreciseFP's Digital Transformation steps 

  6. Please also check out our educational webinars hosted throughout the week.

  7. Our YouTube channel for even more educational videos.

Keyword: Training, webinar, learn PreciseFP, help videos

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