Client Onboarding
Bringing Contacts Into the Platform: Onboarding Clients, Prospects, and Leads
5 articles
Sync, Import, and Update Contacts From Your CRMSync and import contacts from your CRM to keep client data up to date and seamlessly integrated with your firm's platform.
Invite Clients into Your Firm's App ExperienceSeamlessly connect with clients and integrate them into your firm’s app experience
Contact Status TypesTrack the stage or relationship with each contact.
Sync and Import Client Integration IDs from your CRM
Preview ContactSee exactly what your clients see in their experience.