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 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 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 ...
An Employee Leaves the Firm
Do you have an employee that is leaving the firm? Here are a few things that you should think about to make sure you have your bases covered. Remove Their Access When logged in as a CRM Admin, in the Password tab of the User Profile, change the ...
Adding New Actions or Workflows
Actions added to AdvisorEngine CRM must be created from a Workflow Template that can have any number of fields pre-populated. Many generic template options are included with your database. These may be edited or more may be created through Workflow ...