Navigating to Quick Start
- Mercedes Rothwell
- Inese Auzina
- Gints Vaskums
Owned by Mercedes Rothwell
Accessing Quick Start
There are two ways to access Quick Start: the navigation menu (A), and by sending a CRM Contact to Quick Start (B). When you send a Redtail or Wealthbox contact to Quick Start, you will see two additional buttons on the Quick Start screen.
Through Navigation Menu
Through Redtail Contact
Redtail Contact
Follow these instructions to send a Redtail contact to Quick Start.
Wealthbox Contact
Follow these instructions to send a Wealthbox contact to Quick Start.
Audience: Field Users
Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.