General Navigation
Keyboard Shortcuts
AdvisorEngine CRM contains a number of helpful keyboard shortcuts to aid in efficiency. These are available for the Quick Create feature and also when editing the Action Notes field of an Action. Quick Create Shortcuts From anywhere in the software ...
Quick Create
The Quick Create button allows you to quickly add Workflows, Records, or Opportunities from anywhere in the software. Using Quick Create In the upper-right of most AE CRM screens, click + Create. Select whether to create a Workflow, Record, or ...
Logging In and Out
Logging In Generally, logging in to AdvisorEngine CRM should be as simple as navigating to crm.advisorengine.com and entering your username (email address) and password. However, depending on the security settings handed down from your CRM ...
Leveraging Your Web Browser
None of the below is strictly AdvisorEngine functionality, but since AE CRM does run in a web browser, why not take advantage of the features your browser already has to make life easier on you? Here are some suggestions. New Tabs Your browser can ...
Setting a Landing Page
It is possible to control the section of AdvisorEngine CRM that loads first when you log in. By default you will be assigned a dashboard relevant for your Role in your user profile. The following areas are available to choose from: Home Screen ...
Help Launcher Overview
The AdvisorEngine CRM Help Launcher is available from nearly everywhere in the CRM to assist you with in-app guidance and information. Activating the Help Launcher The Help Launcher is available anywhere in AE CRM that you can see this icon in the ...
Site Navigation Overview
The Site Navigation bar along the left side of AdvisorEngine CRM is your primary means of navigating the program. This article will describe the special features of the navigation and where each path leads. Jump Lists The first two entries in the ...