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  1. Intelligence, Inc.
  2. Events & Prospects

Events & Prospects

Event Information

  • What Is The Difference Between Events & Prospects?
  • How do I change the date of an event?
  • Can I Print The Planning Form In Two Columns?
  • How Do I Sync Events To My Calendar (from Events page)
  • How can I fix "a client with email address already exists for this event date" error?
  • How can I view previous events?
See all 9 articles

Client Login

  • How Do I Resend The Client Login Information?
  • What text is sent to my clients after I create their login?
  • Can I log in as my client?
  • What are my options for allowing my clients to access my tools?
  • How do I ensure ONLY my clients use the tools?
  • How do I control which forms my clients see in the portal?
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