Beginner Learning Path - Engage

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Beginner Learning Path

Apr 10, 2024

Welcome to the Beginner Learning Path! Here you'll find an introduction to Engage. Get acquainted with the interface, basic features, and navigation. Then learn essential concepts such as Views, creating and editing Contact and Relationship records, and creating Activities.

Below you will find both articles and videos for your learning journey.

Articles

Basic Navigation

Wealth Management Hierarchy

Hierarchy of Entities in Engage (Wealth Management)

Views

System Views and Personal Views

Editing Records

Creating Activities

Creating Records

Integrations Overview

Integration Overview for Salentica Engage

Continue your journey to the Intermediate Path here!

Videos

Basic Navigation

Wealth Management Hierarchy

Hierarchy of Entities in Engage (Wealth Management)

Views

System Views and Personal Views

Editing Records

Relationships on Engage

Creating Activities

Activities on Engage

Creating Records

Contacts on Engage

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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.