Using Eligible
- Uploading Completions
- Receiving Call Requests from Clients
- Reporting for Advisers
- 2FA (Two-factor authentication) for all Primis firms
- Permission Groups
- How To Report Incorrect Client Data
- Client Sign-Up: How it works
- How is Property Value Calculated?
- How to Reassign Advisors
- Status Tags
- CC-ing Admins
- Suppression List
- Quick Select
- Client Email Examples
- The Mark As Button
- The Client Profile
- How to Upload Data to Eligible
- The Load Approval Feature Explained
- Training Webinars & Feature Updates
- Types of Lifecycle Call Requests for Consumers