Mitel Connect Integration
Mitel Connect users can take advantage of special Mitel applications to enable new features with AdvisorEngine CRM, including a click-to-dial browser plugin and automatic Record opening on incoming calls. Click to Dial The Micloud Connect plug-in for ...
Adding a New Record
Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...
Adding Additional Participants
For Records that represent more than 2 people, such as a trust, Additional Participants can be added in the Identification section of the Record. This only stores the name and SSN/TIN of the participant and is primarily intended to assist in Contact ...
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 ...
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 ...