Client Onboarding Options are set up and enabled in which section, and Lead Capture is set up and enabled in which section?

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Multiple Choice

Client Onboarding Options are set up and enabled in which section, and Lead Capture is set up and enabled in which section?

Configuring onboarding options and lead capture is about where in the system those features are managed. Client Onboarding Options live with the client-facing website setup, so you’d configure them in the Manage Client Website area. Lead Capture, which governs how you collect information from visitors and prospective clients, is handled in the Settings area. The other sections don’t correspond to these configuration tasks—for example, the Client Portal is about giving existing clients access, and General Settings or the Help Menu aren’t the place for onboarding or lead-capture controls.

Client Onboarding Options are set up and enabled in which section, and Lead Capture is set up and enabled in which section?

Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

Client Onboarding Options are set up and enabled in which section, and Lead Capture is set up and enabled in which section?

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