[New Feature Alert] – Customizing the Client/Prospect Overview

20 March, 2017
PreciseFP collects massive amounts of client and prospect data. Some of the data pieces are likely more important to you than others. For instance, you may want to highlight the client’s age or birthday, or other information that you gather. Whatever the key pieces of information are that you want to display, you can accomplish this through PreciseFP’s customizable Widgets.
So go ahead and highlight the clients’ assets and liabilities. Or show their net worth. It’s your Overview! Customize it to suit your needs via Widgets!

Knowledge Base Articles:
  1. http://help.precisefp.com/prospect-and-client-management/client-and-prospect-records
  2. http://help.precisefp.com/settings-and-company-management/managing-widgets

Knowing your clients and serving them
In the most efficient manner possible