Using Eligible
- The Mark As Button
- The Load Approval Feature Explained
- Training Videos
- Need help or support?
- Getting The Best Out Of The System
- 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 Client Profile