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Settings & Company Management

Settings & Company Management

Articles outlining how to manage your company account settings.

12 articles
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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
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Written by Courtney. Updated over a week ago

Pipelines

Please note: Pipelines can be customized by the Company Admin user only
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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

Data Quality

Please note: Data Quality can be customized by your Company Admin 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

User vs. Team

The differences between users and teams
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Written by Courtney. 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

Notifications

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

Profile and authentication

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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