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Clients

Created by Saransh Singh
May 07, 2018

Description

  • Add Additional Contacts (ex. a client's spouse)
  • Add Client
  • Add or Remove Account Add-ons (Market Intel for OREA members)
  • Manage your Clients
  • Adding Additional Fields
  • Change Ownership of Client
  • Client Comfort Letter
  • Does My Client Need To Be A repree User?
  • How to Create and Share a Service Report
  • How to Delete a Client
  • Select Signers
  • Simple (Full) Sharing vs Advanced Sharing
  • Update Client Information

Instructions

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