PreciseFP

Client and Prospect Accounts: How to Create, Favorite, Archive, Convert and Remove.

Accounts Overview

How to move accounts from one team to another

Steps showing how you can close out a client/prospect engagement

PreciseFP tracks and stores all activity performed in each account.

How to search for a client or prospect account

How to add a Secondary Contact that is not the co-client to an account profile and Form/PDF engagement

Articles explaining how to manage your prospect or client information.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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