Admin Tasks
Admin-only tools and tasks
5 articles
- Manage UsersAdmins can add, import, and review Advisors, CSAs, and team members—best managed via CRM to keep user info consistent.
- Create Default Action ItemsCreating default Action Items can save time and ensure consistency across your client and prospect interactions.
- Set Marketing FlowCapture prospect info with Marketing Flow links that guide them to book a call, download the app, or choose between both options.
- Creating and Assigning Job TitlesJob titles help your clients understand who is on their team and each person’s role.
- Create CardsCards let you share links, shortcuts, and dynamic content with clients in a carousel on their home page for easy access and action.