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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Advanced Learning Path
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Welcome to the Advanced Learning Path! So far, you've learned the basics including navigation and essential features such as Relationships, Contacts, and Activities. On the Intermediate Path, you learned about Views and Dashboards to gather and understand your data. Now, become a power user with the advanced features of marketing, the prospect and sales cycle, and InTouch.

 

Articles

Pipeline Tools

 

InTouch

 

Time and Expense

 

Marketing Tools

 

If you're a System Administrator, continue your path here!

 

Videos

Pipeline Tools

 

 

 

InTouch

 

Time and Expense

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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