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.
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
Comments