Help Center
Go to PreciseFP
All Collections
Settings & Company Management

Settings & Company Management

Articles outlining how to manage your company account settings.

12 articles
Courtney avatarDaniel R avatar
Written by Courtney and Daniel R

How to set up BCC for PreciseFP client/prospect emails

If your compliance requires an archive of all client/prospect correspondence, we have you covered for your PreciseFP engagements
Courtney avatar
Written by Courtney. Updated over a week ago

Pipelines

Please note: Pipelines can be customized by the Company Admin user only
Daniel R avatar
Written by Daniel R. Updated over a week ago

Permissions

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

Data Quality

Please note: Data Quality can be customized by your Company Admin only
Daniel R avatar
Written by Daniel R. Updated over a week ago

Billing

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

User vs. Team

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

Users

Daniel R avatar
Written by Daniel R. Updated over a week ago

Teams

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

Notifications

How to manage your email notifications
Courtney avatar
Written by Courtney. Updated over a week ago

Profile and authentication

Daniel R avatar
Written by Daniel R. Updated over a week ago

Settings

Courtney avatar
Written by Courtney. Updated over a week ago

Change of Login Email

Courtney avatar
Written by Courtney. Updated over a week ago
Help Center
  • Facebook
  • Twitter
  • LinkedIn