Data Management
In this collection of articles you are able to find information regarding features in the section of data management under the manage tab.
By Sara and 1 other2 authors17 articles
Utilizing Benchmarks
My Portfolio
Mileage Tracker
Due Date Set Up
Upload My Documents
Organize My Documents
Edit My Portfolio’s Documents
Stress Test Your Portfolio
Delete a Property or Mark it as Sold
Create a New Task
Create a New Document Package
Add Assets/Liabilities to Your Wealth Tracker
Add Property to My Portfolio
Add and Edit a Portfolio Owner
Tasks Tab - Active, Completed & Deleted
Utilize My Portfolio Features
How to Upload Portfolio with a CSV File