Getting Started Guides (32)

Merging Duplicate Clients

Created by Anuj Jain, Modified on Tue, 3 Nov at 10:47 AM by Product Management
Creating Family of Clients

Created by Anuj Jain, Modified on Fri, 28 Mar, 2025 at 12:04 PM by Product Management
Demerge Clients

Created by Anuj Jain, Modified on Mon, 5 May, 2025 at 6:10 PM by Product Management
Create a New Relationship Manager & Sub-Broker User

Created by Anuj Jain, Modified on Mon, 9 Jun, 2025 at 10:49 AM by Product Management
Assign a Relationship Manager to Your Clients

Created by Anuj Jain, Modified on Mon, 9 Jun, 2025 at 11:39 AM by Product Management
View Latest Transactions

Created by Anuj Jain, Modified on Mon, 9 Jun, 2025 at 11:27 AM by Product Management
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