PreciseFP

If your compliance requires an archive of all client/prospect correspondence, we have you covered for your PreciseFP engagements

How to set up BCC for PreciseFP client/prospect emails

How to add an email disclaimer

Pipelines

PreciseFP allows you to customize the permissions for each user role.

Permissions

Data Quality

Billing

User vs. Team

How to edit, add, remove, and maintain Users

Users

PreciseFP allows you to create multiple teams under your account.

Teams

Notifications

Update your profile information or enable/disable multi-factor authentication

Profile and authentication

Settings

Change of Login Email

Configure password rules, multi factor authentication rules, and form engagement authentication options for users on your subscription

Security Settings

You can create Secondary Contacts at the Team level and then add them to other Teams on your subscription

Creating and Importing Secondary Contacts among Teams

Articles outlining how to manage your company account settings.

Settings & Company Management

Find answers and get help from Intercom Support and Community Experts

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