Get help with Primary Record
7
Manage a Professional Account
14
- Create profile on invitation of client
- Set up client billing for your Professional Primary Record Account
- Send invoices and received payments with client billing in Primary Record
- Create or edit your organization’s profile in Primary Record
- Invite other users to your organization on Primary Record
- Create and manage a referral list
- Manage your clients
Use the Primary Record Mobile Web Apps
2
