Search results for crm

12 articles found

  • Wealthbox Integration Demo

    Learn how fpPathfinder integrates with Wealthbox by clicking play on the video below! If you want to learn more about using checklists within your planning practice, check out these articles: How To

  • Salesforce Integration Demo

    Interactive Checklists, available with a Premier Membership, allows you to: Add, Hide, Or Edit Questions On All Interactive Checklists Add Personal Notes To The Client View Header Text Add More Than

  • Redtail Integration Demo

    Interactive Checklists, available with a Premier Membership, allows you to: Add, Hide, Or Edit Questions On All Interactive Checklists Add Personal Notes To The Client View Header Text Add More Than

  • XLR8 Intergation Demo

    Interactive Checklists, available with a Premier Membership, allows you to: Add, Hide, Or Edit Questions On All Interactive Checklists Add Personal Notes To The Client View Header Text Add More Than

  • Salesforce Integration Demo

    Learn how fpPathfinder integrates with Salesforce Financial Cloud Services in this short video. Interactive features and Share Link are available with the Premier Membership. Become A Member or

  • Demo: Interactive Checklist Options (No CRM)

    Gather information, Flag Issues, and Structure Your Meeting Agendas on what matters most! Interactive Checklists, available with a Premier Membership, allow you to: Add, Hide, Or Edit Questions On

  • XLR8 Webinar

    If you have XLR8 as your CRM, watch this Webinar to learn more about fpPathfinder and XLR8. This integration is available with the Premier Membership. Become A Member or Upgrade today!

  • Wealthbox Integration Demo

    Interactive Checklists, available with a Premier Membership, allows you to: Add, Hide, Or Edit Questions On All Interactive Checklists Add Personal Notes To The Client View Header Text Add More Than

  • Can I Create My Own Checklists?

    Sort of! Our checklists are designed to provide you with a guide of various financial planning issues to consider, whether you’re in prep mode, or meeting a client face-to-face. Interactive

  • Demo: AutoLink Feature

    Save time distributing client materials! Available with Premier Membership. If you’ve ever downloaded a guide, created a File URL, and then uploaded it to your website or CRM, linked it somewhere

  • How To: Access Links You’ve Sent for Interactive Checklists

    Interactive Checklists are available to Premier members. We do not store client responses or submission summaries in the fpPathfinder platform. Looking For Client Responses? If you're trying to find

  • Which fpPathfinder Membership Is Right for Me?

    fpPathfinder offers three membership levels designed to support how you prepare for client conversations, engage clients, and build a more consistent planning process. This article compares what’s