Search results for crm

9 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

  • 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

    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)

    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 Send A Link In

  • 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