BASIC ENGAGE NAVIGATION |
|
WEALTH MANAGEMENT DATA HIERARCHY |
|
VIEWS |
|
EDITING RECORDS |
|
CREATING ACTIVITIES |
|
CREATING RECORDS |
|
INTEGRATIONS OVERVIEW |
BASIC ENGAGE NAVIGATION |
|
WEALTH MANAGEMENT DATA HIERARCHY |
|
VIEWS |
|
EDITING RECORDS |
|
CREATING ACTIVITIES |
|
CREATING RECORDS |
|
INTEGRATIONS OVERVIEW |
Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.