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  1. Practifi Success
  2. Practifi
  3. Key Entities

Key Entities

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  • Managing Referrals
  • Understanding Households, Organizations & Individuals
  • Creating a Household
  • Creating an Organization
  • Creating an Individual
  • Understanding People Types - Contacts and Individuals
  • Understanding Firms and Advisors
  • Understanding Household and Organization Members
  • Managing Members and Other Relationships
  • Adding a New Member
  • Adding a New Relationship with an Entity

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