How to set up Prospect / Client Profile, review Client Info, use Console Date Webinar Link

How to configure Workflow Manager, use Workflow Manager, use New Account Manager and manage Direct Transaction record Date Webinar Link

How to use Service Monitor, HeatMap, Preference, and ReportCard Date Webinar Link

How-To Files Add a new Prospect - Add a new prospective client (with Household if needed). A prospect does not have accounts or holdings, but you can track all meetings, tasks, emails etc  Add a new Client - Add a new client. A client is associated with fee-based business. You can also track all meetings, tasks, emails etc Search and add an Event into your calendar - Use AppCrown's powerful search capability to retrieve individuals, households etc. Alsw, how to add an Event into your online calendar. Enter Compliance tasks - Use AppCrown to complete outstanding Compliance and FINRA requirements Email Support support@AppCrown.com         Telephone Support (888) 989 8599 x 103 If a client service specialist gives you a session code, please enter it in the box below.