Using Eligible
- What happens after you upload your data
- The ultimate goal
- How to extract data from 360.net – completions only
- Automated Toolbox completions (AR firms only)
- Suppression lists
- The reporting feature explained
- CC-ing in admins
- Permission groups
- How to reassign brokers
- Receiving call requests from clients
- Client sign-up: How it works
- Reporting for advisers
- 2FA (for all Primis firms)
- How to add meetings to your calendar
- Search and filters
- How to delete a client
- The multiple applicant feature explained
- Exclusion lists