Legacy App

How do I create a new contact and send the email invitation?

What is the difference between intake form view and client vault view?

confirmation of important and missing information, estate plan summary, client decisions worksheet, family wealth inventory, asset table

How do I create the CIMI?

How do I unlock a locked contact?

My spouse/partner and I are only using one email address.

How do I export data to WealthCounsel?

How do I export data to Word or PDF?

How do I change the progress or phase of a client from intake>design>approved>drafting>funding?

How do I change a client's phase?

How to download and install Google Chrome?

My credentials aren't working. What do I do?

How do I record a loom?

Christian Cruz

Contact Record

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