Beginner Learning Path - SOS

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Beginner Learning Path

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 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

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ.
Please contact your System Administrator with questions on your firm's views and access.

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