Dashboard Card: New Clients by Source

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• Dashboard Card: New Clients by Advisor

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• Adding New Users

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• Version 8.1.0

  Release Date: 7/17/2024 New Features and Enhancements The Resource Center has been updated with better access to help documentation and other new features. Enabling the Google Legacy integration now uses Oauth for a more secure experience. (See ...

• Dashboard Card: Won/Lost Clients

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