New Feature: Send Interactive Checklists to Clients with “Share A Link”

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature for our Premier Members called “Share A Link” that will help you improve your workflow, improve the data collection process from clients, and help you diligently prepare for meetings. The Share link URL can only be sent to one client at a time.

Read the full blog post here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.