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.