PreciseFP - Send to Quick Start
- Gints Vaskums
- Mercedes Rothwell
Owned by Gints Vaskums
Overview
There are two ways to export data to Docupace:
sending data to the Client folder/subfolder or
using Quick Start.
Storing the data of Clients/Prospects in Docupace
Audience: Financial Professionals and Assistants.
Introduction: This guide describes how to use PreciseFP with Quick Start.