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            Setting up triConvey

            Setting up triConvey

            • Install triConvey
            • Import Contacts into triConvey
            • Import data into triConvey
            Account set up

            Account set up

            • Onboarding Checklists
            • Step 1 - Firm Settings
            • Step 2 - Staff & Users
            • Step 3 - Outlook and Notifications
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            triConvey platform navigation

            triConvey platform navigation

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            • Navigate the triConvey Dashboard
            • Use the triConvey Action bar
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