New User Training Guide

New User Training Guide

Are you totally new to AdvisorEngine CRM? Have no clue what a Record or an Action is? Not even sure what you need to learn about to be successful in your CRM? Or maybe you just wish you knew your CRM better than you do.

This is the place for you.

Here you’ll find a guided path that will start you with the very basics of AE CRM and teach you the parts everyone should know.

Take a look at the overall plan below and jump in where you feel the most comfortable. If you’re not sure, just go ahead and start at the beginning.

Module 1: Orientation

Overview of the AdvisorEngine CRM Structure

Get a brief, 10,000ft view of AE CRM to see what the pieces are and how they relate so that you can understand the context of each component as you learn more about them below.

General Navigation

Learn where you can go in AE CRM and more importantly, how to most effectively get there to reduce clicks and get where you need to go faster.

Module 2: Basics for Any Role


Learn about the heart of AE CRM: how it is structured, what data can be kept in it, and how to effectively find information for a Record.


Dig into using Actions consistently and effectively so nothing for a client is overlooked and everything you’ve already done is remembered.

Grids and Searching

Learn about the tools AE CRM has to help you see and find your data most effectively.

Module 3: Mid-level Features

Email and Calendar

Learn how your CRM can connect with your existing email and calendar features to provide you with the ability to see, track, and send communication directly from within AE CRM.

Workflow Tools

Learn the AE CRM concept of Workflow (connected Actions) and then create single or multi-step Workflow Templates to keep practices consistent and manage processes efficiently.

Documents and Correspondence

Learn about document storage and personalized, printed mass-communication options available.

    • Related Articles

    • Adding New Users

      To add a new User to AdvisorEngine CRM, you must have a free CRM license. Adding a New User Navigate to Settings > User Profiles. Click +New User 1. The Enter User Information window will appear. In the Name & Details tab, enter the following ...
    • AdvisorEngine CRM Training Resources

      Are you totally new to AE CRM? Or do you just feel you could be using it better? The CRM Training Team has resources available for both new and veteran AE CRM users alike. Take a look below at how our team can help you harness your CRM more ...
    • Managing Active Users and Licenses

      AdvisorEngine CRM is licensed and operates on a per-user basis. Each Active User requires one license. To add new Users, either another license must be purchased or a current active User must be deactivated. To preserve data integrity, Users cannot ...
    • Adding an Opportunity

      To add a new Opportunity you must open a Record that you wish to add the Opportunity to. Each Opportunity must belong to a Record. In the Record Details view of the desired Record, select Tools > Add Opportunity. A new dialog appears with fields to ...
    • Managing Record Visibility and Security through Owner and Editor Groups

      Each Record in AdvisorEngine CRM is assigned an Owner Group and an Editor Group. These control who can view the Record and who can make changes to the Record, respectively. By default, all Records are assigned the Owner Group and Editor Group of ...