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

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

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Track the progress of all tickets related to your company.

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