Client Groups

Frequently Asked Questions

Need assistance with Client Groups? RightCapital is here to help! Please use the common questions and answers below to assist you in utilizing Client Groups. For additional assistance, use the link to our support team at the bottom of the article.

How do I set up a Client Group for Express Clients?

How do I remove Prospects and Sample Clients from the RightIntel Dashboard?

I included/excluded a client group from the RightIntel Dashboard. Why don't I see any changes?

Can I rename or delete existing client groups?

Does editing the Default Templates for a client group impact my existing clients within that group?

For additional assistance within RightCapital please contact our Support team.

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