Analytics and Settings
- What is the Opportunity Report and how does it work?
- Our firm has recently gone through a merger. How can I merge our firm accounts in PERSUIT?
- What are the different user access roles and permissions for Firm Users?
- Can I add External Collaborators and Consultants to my Firm's Account?
- How do I use Competitive Intelligence?
- How do I manage my email notification preferences?
- What is Multi-Factor Authentication (MFA) and how can I set it up?
- What is a Designated Contact for client invitations, and do I need one?
- How to use PERSUIT's Price Benchmarking for Fixed Fees and Rates
- How can I update my Diversity certification for my firm?