Overview
The Records tab is organized into several sections:- Projects - View and manage prospect projects.
- Files - Upload and manage prospect documents.
- Financial Accounts - Track prospect financial information.
File storage and management
Connecting storage
Before you can upload files, you need to connect your storage provider:1
Navigate to Settings > Integrations.
2
Find your storage provider (Google Drive, OneDrive, etc.) and click 'Connect.'
3
Follow the authentication process to connect your account.
Uploading files
Once storage is connected, you can upload files to client records:1
Navigate to the prospect's Records tab.
2
Open the Files section.
3
Click Link folder.
4
Select the folder you want to link.
Financial accounts
Adding financial accounts
Track client financial information by adding accounts:1
Navigate to the Accounts section in the Records tab.
2
Click '+ Add account' to create a new financial account.
3
Select the account type (checking, savings, investment, retirement, etc.).
4
Enter account details including institution, account number, and balance.
5
Click 'Submit' to add the account to the client record.
Account management
For each account, you can track:- Account information - Institution, account number, account name, account type.
- Balance information - Current balance and last updated date.
Account numbers and sensitive information are encrypted and stored securely.