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Navigating PensionPro Mobile

Please refer to “Getting Started with PensionPro Mobile” to identify how to access the mobile site via smartphone, tablet or iPad.

Tier Availabilty: Track, Core, Team, Essential, Premium, Business
Security Rights Required: Access to PensionPro

  Note:  Some items may not be available in all tiers.

Search:

Similar to the search function in PensionPro, the Search box in PensionPro Mobile requires at least 3 characters to find; items range from Clients, Plans, Contacts. If the user has access to SalesPitch, Prospects, Opportunities, and Proposals can be searched as well.

  1. Enter the search phrase into the Search box at the top of the screen and tap. Items will be broken down by category.
  2. Tap the related category and navigate accordingly by tapping each heading until desired information is reached.
    • Client and Contact addresses can be mapped from the Addresses Tab by tapping on the globe button to the right of the Address.

Dashboard:

Tier Availability: Essential, Premium, Business

Users can view their Tasks on their Dashboard by tapping on the Dashboard header from the Home screen. 

View Dashboard Information

  1. Tap on the Dashboard header.
  2. The user's Tasks will appear on the Dashboard grid.
    • Tap on the Project link to access information in regards to Project fields, Documents, To-Dos and General Information for the specific project.
    • Tap on the Plan link to access information in regards to General, Contacts, Employees, Projects, Files, Distributions, Fee Schedules, Investment Providers, To-Dos and Notes.

 

Worktrays:

Tier Availability: Premium, Business

The user must be a Team Member or Team Leader of a Worktray to view it. Worktrays can be accessed from the Home screen of the Mobile site.

  1. From the Home screen, Tap on the Worktrays header.
  2. Tap on the specific Worktray name.
  3. The Worktrays grid will display assigned Tasks by Project.

 

To-Dos:

Tier Availability: Core, Team, Essential, Premium, Business

All assigned To-Do items can be viewed by tapping on the To-Do header from the Home screen. In addition, a To-Do can be added from this tab.

View To-Dos

  1. From the Home screen, tap on the To-Dos header.
  2. Assigned To-Dos will appear in the Your To-Dos grid. Tap on a To-Do to view To-Do Details.

Add a To-Do

  1. From the Home screen, tap on the Add To-Do header.
  2. Enter the required information on the Add a To-Do grid.
    • Required fields will have a red asterisk to the left of the field name.
  3. Tap Save to create the To-Do.

 

Proposals:

Add-On Availability: SalesPitch

Security Rights Required: Access SalesPitch

Users with SalesPitch rights can view Proposal Information. This information is pulled from the Proposals Scoreboard in PensionPro

  1. Tap on the Proposals header.
  2. Select an Employee Name from the Assigned to dropdown.
  3. Proposals will appear based on the Assigned to designation.
  4. Tap on the Proposal to find the Main Contact, Status, Assigned To, and Referred by information.
    • Tap the Opportunity link to find General information, Proposals, Documents, To-Dos and Notes for the Opportunity.

 

Prospects:

Add-On Availability: SalesPitch

Security Rights Required: Access SalesPitch

Users with SalesPitch rights can view Prospect Information that is assigned to them. This information is pulled from the Prospects Scoreboard in PensionPro.

  1. Tap on the Prospects header.
  2. Prospects assigned to the user appear on the Prospect Scoreboard grid.
  3. Tap on a Prospect to find General information, Opportunities, Documents, To-Dos, and Notes for the Prospect.

 

Add Contact:

Users have the ability to add new contacts via the mobile site.

  1. Tap on the Add Contact tab and a field box will populate the next screen.
  2. Enter data in the required fields.
    • Required fields will have a red asterisk to the left of the fields name.
  3. Tap Save when complete.

 

 

 

 

 

 

 

 

 

 

 

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