LYNKOS' Video Channel
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Using your own logo & color combination on LYNKOS
LynkosLive
49 views
How to change the "generic" LYNKOS' logo and orange look & feel and replace them with your own logo and color combination across the platform... For your internal staff, sa...
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Creating a private note & Reminder
LynkosLive
25 views
How to create a new note on a client's record on LYNKOS and set up a reminder to trigger a specific action in the future
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Enabling the Client Portal
LynkosLive
20 views
How to provide your customers with access to their records, notes, portfolios and products on the LYNKOS platform...
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Creating new prospect & uploading doc's
LynkosLive
19 views
How to create a new prospect on LYNKOS and attach files to the newly created record...
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