Customize message triggered from a completed form.
J
Jennifer Edwards
Give advisors the ability to change the default message clients receive after submitting a form or questionnaire on the website. Clients would benefit from a customized messaged. Example: filling out the "Risk Tolerance" questionnaire on my website delivers a default msg, "We'll reach back out to you shortly." Our firm doesn't reach out.
J
Jennifer Edwards
Send on behalf of advisor Nathaniel Tilton <ntilton@tiltonwm.com>