Firm Management
- Can I integrate my CRM system and the Soderberg platform?
- What training is available for the platform?
- How do we edit a user within our firm?
- How do we remove a user from our firm?
- How do we add a new user to our firm?
- How do I update my firm’s address?
- How can I assign a new Firm Admin
- How do I reset my own login for the platform?
- What is a Firm Admin?