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Last Updated: September 18, 2026
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A quick tour of the Tasks tab in The Overview tab on a household page is customizable. Open Edit Overview Layout from the three dot menu, then drag widgets in ... Data Customizations in Settings is where you standardize how your firm works, either company wide or book by book. Templates ... Intake forms let you send a form to a client or prospect and have their answers flow straight back into Prompts are where you shape how AI sounds and what it focuses on inside Prospects sit under Records and behave much the Clients tab. Edit columns, filter by tag or custom field, search, export, and ... Access Calendly Here: calendly.com/ In today's video we cover how to reschedule on calendly, how to reschedule This video addresses the challenges faced by self employed individuals and small business owners in maintaining a healthy work ... Three more record types under Records. Other Contacts holds individuals you want on file who are not clients or prospects, ...
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