Getting Started Guides (17)

Back Office and Service RM

Created by Saurabh Singh, Modified on Fri, 6 Jan, 2023 at 4:36 PM by Saurabh Singh
Access Permission Settings

Created by Anuj Jain, Modified on Fri, 28 Mar, 2025 at 12:09 PM by Product Management
Remove Clients who are inactive

Created by Anuj Jain, Modified on Sun, 7 May, 2023 at 11:42 AM by Anuj Jain
User Creation on Investwell Mint.

Created by Product Management, Modified on Tue, 19 Nov, 2024 at 2:58 PM by Anuj Jain
Client Summary profile - Escalation Matrix

Created by Anuj Jain, Modified on Fri, 15 Nov, 2024 at 10:41 AM by Anuj Jain
Goal Planner

Created by Product Management, Modified on Fri, 30 Jan at 2:50 PM by Product Management
How to Sync Values in PMS

Created by Product Management, Modified on Tue, 17 Feb at 6:06 PM by Product Management