CRM

CRM general

• Advanced Search
• Create Clients
• The Client Record
• Archiving Clients
• How to generate a document via CRM
• Linking Clients (Related Entities)

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Files

• File Notes
• Voice to Text
• Contract Notes

The dashboard

• The Dashboard
• Widgets

Client details

• Class & Marketing Status
• Professional Advisers
• Bulk Updates
• Different Types of Fields
• Adding Child Trauma insurance policies

FDS & service packages

• Services and Service Packages
• Fee Disclosure Statements (FDS)

Referral sources

• Referral Source

SMS

• SMS Messages