CRM

Practice Management

• Assigned Workflows
• File Management
• Business Contacts
• Task Management

CRM General

• Splitting Clients
• Deleting Clients
• Linking Clients (Related Entities)
• How to generate a document via CRM
• Archiving Clients
• The Client Record

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The Dashboard

• The Dashboard
• Widgets

User Reports

• User & Scheduled Reports

File Notes

• Voice to Text
• File Notes

Emails

• Webmail v Outlook Plugin
• Outlook Plugin
• Webmail

SMS

• SMS Messages

FDS & Service Packages

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

Referral Sources

• Referral Source

Client Details

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