Admin Tasks
Admin-only tools and tasks
4 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.