Sending a Fact Finder to a Client
Sending a fact finder is the step that moves data collection from a phone call or paper packet into...
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Tracking Client Form Completion
Tracking form completion is how you know whether to follow up with a client or leave the reminder system...
Read More »What Happens After a Client Submits a Fact Finder
Submission isn’t the end of the process, it’s the point where the data moves from the client into the...
Read More »Setting Up a Client Engagement in PreciseFP
An engagement is what PreciseFP calls the process of sending a specific form, whether a fact finder, service agreement...
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