Multiple Advisors, One CRM [40:58]


Many offices have more than one advisor. Through working with many different types of offices, we’ve found that multi-advisor firms often need to take additional steps to segregate client lists or restrict the viewing access to records, which could include commission details.

Learn the best practices to split up your system and implement privacy strategies that can add to office efficiency.

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Click the link below for more information on each of the features covered in the video:

01:02 - Recently Viewed Contacts

01:16 - Contact Overview

01:20 - Contact Overview - Contact Details

03:38 - Add a New Servicing Advisor

05:46 - Advanced Search

07:32 - Advanced Search - Bulk Actions

13:00 - Quicklists

15:54 - Users and Teams

19:52 - Note Permissions

21:41 - Opportunity Permissions

26:02 - Reports - Permission Reports

29:28 - Automations

38:38 - Contact Overview - Permissions/Roles


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