Fynancial

Admins can add, import, and review Advisors, CSAs, and team members—best managed via CRM to keep user info consistent.

Manage Users

Creating default Action Items can save time and ensure consistency across your client and prospect interactions.

Create Default Action Items

Capture prospect info with Marketing Flow links that guide them to book a call, download the app, or choose between both options.

Set Marketing Flow

Admin Tasks

Find answers and get help from Intercom Support and Community Experts

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