Settings & Company Management
Articles outlining how to manage your company account settings.
12 articles
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
Written by Courtney. Updated over a week ago
Pipelines
Please note: Pipelines can be customized by the Company Admin user only
Written by Daniel R. Updated over a week ago
Permissions
PreciseFP allows you to customize the permissions for each user role.
Written by Daniel R. Updated over a week ago
Data Quality
Please note: Data Quality can be customized by your Company Admin only
Written by Daniel R. Updated over a week ago
Billing
Manage your subscription
Written by Daniel R. Updated over a week ago
User vs. Team
The differences between users and teams
Written by Courtney. Updated over a week ago
Users

Written by Daniel R. Updated over a week ago
Teams
PreciseFP allows you to create multiple teams under your account.
Written by Daniel R. Updated over a week ago
Notifications
How to manage your email notifications
Written by Courtney. Updated over a week ago
Profile and authentication

Written by Daniel R. Updated over a week ago
Settings

Written by Courtney. Updated over a week ago
Change of Login Email

Written by Courtney. Updated over a week ago