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Last Updated: September 18, 2026
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... um these are tasks these are just task templates hopefully you're all pretty familiar with how to create a task in ... walk through custom meeting types and um ways that those can be used inside of This short walkthrough shows how advisors are using Custom Pipelines in Three more record types under Records. Other Contacts holds individuals you want on file who are not clients or prospects, ... A quick overview of PDF Extraction in In this video, I recap our product training webinar from September 18th. I cover three new features: customizing client tier labels, ... In this walkthrough, we cover how to tailor AI to your workflow using prompt snippets, AI-filled custom fields, and prompt ...
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