Platform Logistics
Manage users, organize resources, and leverage tools for better efficiency
11 articles
User TypesUnderstand User Types, Contact Types, and Contact Statuses.
Contact Summary Page
Manage ContactsYour starting point for managing client relationships, experiences, and engagement.
Reset Your Contact's Password
Password ManagementUpdate your password anytime using your current password, SMS one-time password, or email one-time password for secure access.
Reports
Easily track and analyze essential metrics
Contact Association ReportGenerate detailed reports on contact associations to track engagement, streamline communication, and enhance client relationship management.
Advisor Template Assignment Report
Vendor ReportTrack vendor integration status, identify missing connections, and export reports to streamline vendor ID management.
Advisor Experience ReportTrack and export client experience assignments across advisors using filters to confirm every contact has the right experience in place.
Team Assignment ReportSee which teams each User (Advisor, CSA, Team Member) is assigned to and how many contacts are their primary responsibility.
Tools
Send custom notifications, manage tags, and set default reminders for streamlined client management.
Manage TagsTags help you organize and segment your contacts for easier communication and scheduling.