How to Turn on/off Alerts

Stay on top of all your client’s planning needs, from automatic notifications to recurring touchpoint and planning milestone reminders. inStream's proactive alerts system allows you to efficiently organize your time and help you scale your practice.  Create personal tasks for yourself and prioritize the most important aspects of your client's lives. 

To turn on Alerts:

1.  Login as an Advisor


2. Go to Settings > Alert Settings > click on the alerts you want turned on



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