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Last Updated: September 18, 2026
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Data Customizations in Settings is where you standardize how your firm works, either company wide or book by book. Templates ... The Overview tab on a household page is customizable. Open Edit Overview Layout from the three dot menu, then drag widgets in ... 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 A quick tour of the Tasks tab in This short walkthrough shows how advisors are using Custom Pipelines in Multi-select on the Clients or Prospects list and a bulk action bar appears at the bottom. From there you can change tier, add tags, ... Sequences are automated drip campaigns in
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