Where do I find the Company’s statistics ?
The Dashboard allows you to organize and visualize the important data and identifies the areas that need to be optimized. Steps: Click the Home menu option on the left. Under the Home Tab, You’ll find: Your compliance score. Top 10 non-compliant Contacts, Entities, and Relationships. New Alerts, Tasks, and Reminders. Under the Pipeline Tab, You’ll find: Top 10 Individual referrals…
Where do I find my Alerts?
There are a few ways to consult the created Alerts. Method 1: On the main page, click to access Alerts. The exclamation mark indicates that there are unread Alerts. In the pop-up window, you can mark Alerts read by clicking . To view all active Alerts click Click Method 2: Click the Home menu option…
How do I add Alerts?
The Alerts feature makes it easy to create and manage your Alerts, Reminders, and Tasks. Steps: On the main page, click to access Alerts. Click to add a new Alert , Reminder , or Task . In the pop-up window, enter the Alert‘s Reference type, Title, Description, and Date. Click Save.