-
Welcome to Xeppo
-
Getting Started - The Basics
- ★ User Settings
- ★ Using the Xeppo Support Centre
- Orientation Guide
- Welcome to Xeppo (video)
- Searching
- Dashboards
-
Two-factor Authentication (2FA)
-
Groups and Clients
-
Add & Manage Client Details in Xeppo
-
Notifications
-
Views
- ★ Creating Consistent Views using the Me Filter
- Introduction to Views
- Building a View
- Actions (Tags, Export and more)
- Key Firm Contacts
- Tags in Views
-
Tags
-
Rankings & Fee Categories
-
Sales App
- Introductory Video
- Sales Analytics (Sales App Landing page)
- Creating and Qualifying Leads
- Create a Project from a Qualified Lead or Opportunity
- Creating Opportunities
- Opportunity data elements
-
Activities App
- Access to the Activities App
- Creating Activities
- Using Priority in Activities
- Merge Document from Activity Action
- Searching Activities
- Create a Default View for Incomplete Activities
-
Time Tracking - Capture Time in Xeppo
-
Documents App
- ★ SharePoint: Creating a SharePoint folder for a Group
- Documents App - Introduction
- Documents App - Overview
- SharePoint: Overview & FAQ's
- SharePoint: Delete "Create SharePoint Folder" Test Documents
- Adding Documents
-
Marketing App
-
Net Worth App
-
Moneysoft App
- Overview of Moneysoft App
- Getting Ready (Moneysoft App)
- Configuring Xeppo Client Access for Moneysoft
- Connecting Moneysoft accounts to your Xeppo portal (Client Friendly)
- Administering your Moneysoft App
- Building Views relating to Moneysoft
-
Third Party Applications
- Moneysoft Enterprise Pricing
- Formstack Documents (Merge Document capability)
- Assent (Service Agreement) App
- AFSL Insights (Power BI App)
- Best Practice Template Kit (Wealth)
- PayEzy
-
Cloud Hosting Security
-
Xeppo APIs
-
Self-Paced Learning Guides
Xeppo User Guide
Xeppo user documentation.