Getting Started Guides (15)

Merging Duplicate Clients

Created by Anuj Jain, Modified on Wed, 5 Mar at 11:30 AM by Prashant Verma
Creating Family of Clients

Created by Anuj Jain, Modified on Fri, 28 Mar at 12:04 PM by Prashant Verma
Demerge Clients

Created by Anuj Jain, Modified on Mon, 5 May at 6:10 PM by Prashant Verma
Create a New Relationship Manager & Sub-Broker User

Created by Anuj Jain, Modified on Mon, 9 Jun at 10:49 AM by Prashant Verma
Assign a Relationship Manager to Your Clients

Created by Anuj Jain, Modified on Mon, 9 Jun at 11:39 AM by Prashant Verma
View Latest Transactions

Created by Anuj Jain, Modified on Mon, 9 Jun at 11:27 AM by Prashant Verma
Invite your clients to access Mint

Created by Anuj Jain, Modified on Sun, 5 Jul, 2020 at 4:30 PM by Anuj Jain
Modify an Existing Family

Created by Anuj Jain, Modified on Sun, 15 Dec, 2019 at 3:47 PM by Anuj Jain
Bulk Upload Insurance

Created by Anuj Jain, Modified on Sun, 21 Jun, 2020 at 10:09 PM by Anuj Jain
How to Enter PMS data in Mint

Created by Anuj Jain, Modified on Mon, 8 Feb, 2021 at 10:49 AM by Anuj Jain