TrackerHub | Adviser | Knowledge Base
Adviser
How-to Guide to Reporting
How-to Product Lock/Unlock Feature
How-to: Manage Useful Contacts and Review Products Linked
How-to: Multi-Benefit Protection Handling Commissions
How-to manage fees for cancelled cases
How-to Manage Filter(s)
How-To trackerhub linking products
in this video you will see how you can easily LINK products across your trackerhub system with other products such as linking mortgage with protection and insurance products.
How-to Multi Benefit Protection and ADD default Commission
How-to change introducer within a case
How-to Edit a clients email address after Client Portal Invite
How-to reconciling fees and commissions within trackerhub & pay-aways
How-to... Logging introducer incentives and viewing within cases/products
How-to override introducer paid on completion (Pay introducers/individuals using different Status triggers)
How-to log payments to your Introducers via trackerhub payment reporting
How to Add a NEW Lead manually from an Introducer
B2B how-to receive a lead, B2B feedback & commission
How to add Vulnerability and Deceased Tags/Notes