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TL;DR: The Mandatory File Upload feature for Work Requests empowers businesses to gather complete information upfront, streamline Project intake, and ensure successful Project execution. Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mis...
Michael:And so, I think you had said there are things you're asking about on your website as well. I'm presuming to some of your questions on a Calendly link or something. What are you asking to screen in an intake form versus what do you wait to ask in the pho...
Mary Beth: There's an ask when they reach out. They're coded in Salesforce, and our lead intake team checks in with them as well. So where they initially saw us or were tipped off to who Abacus Wealth Partners is. That's where that comes from. For the events and for the spend,...