Search & Edit
This short video will show you how to find your existing clients and the process for updating the details for each client.
Adding a new case
This video will help you add cases in the best way to create opportunities and maintain client focus
Upload all of you client documentation and sales processes saving you hours in the future searching files.
Giving you the ability to send out and view your Treating Customer Fairly questionnaire
The object of this manual is to provide you with the necessary navigational support in order to give you the ability to send out an electronic TCF (Treating Customer Fairly) Questionnaire to your existing clients. Please click here for the user guide; TCF Questionnaire