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Welcome to Xeppo
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Getting Started - The Basics
- ★ User Settings
- ★ Using the Xeppo Support Centre
- Orientation Guide
- Welcome to Xeppo (video)
- Searching
- Dashboards
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Two-factor Authentication (2FA)
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Groups and Clients
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Add & Manage Client Details in Xeppo
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Notifications
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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
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Tags
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Rankings & Fee Categories
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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
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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
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Time Tracking - Capture Time in Xeppo
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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
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Marketing App
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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
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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
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Cloud Hosting Security
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Xeppo APIs
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Self-Paced Learning Guides
Xeppo User Guide
Xeppo user documentation.