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Retirement Advisor-Specific CRM Features

How-to guides to learn to work with and leverage our CRM-type features in Perseptiv.

Guide to Adding and Managing Contacts in Perseptiv

To watch the video click here: https://loom.com/share/c8c9a87871e04b8c8479d20f6f29c57f Step-by-Step Instructions 1. Introduction to Contact Management 0:00 The system now allows for enhanced con...
Enhancing Client Interaction Tracking for Better Team Collaboration

To watch the video, click here: https://loom.com/share/83b351c9c3e0451a9024068cd7c590e3 Step-by-Step Instructions 1. Purpose of Tracking Notes 0:01 Track notes or conversations with clients, pr...
Managing Tasks & Accomplishments

Click here to watch the video: https://loom.com/share/e5bb4541560b4647907cdb57af1a3c35 Step-by-Step Instructions 1. Introduction to Task Management 0:02 Overview of the task management feature i...
Manually Assigning Accomplishments to a Client

To watch the video, click here: https://loom.com/share/c0b46fd0fe884251a30129a94ba7ecad Step-by-Step Instructions 1. Overview of Accomplishments and Tasks 0:01 Accomplishments can be automatic...