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Sentir

Welcome to Sentir! Whether you're brand new to Practifi or making the move from Naya, we've compiled the most relevant content into one helpful area. Your Practifi team will guide your learning along the way, and you can always reference any self-guided learning here.

Welcome to Practifi Sentir

  • Welcome to Sentir
  • From Naya to Sentir: What's Changed
  • Understanding and Using the Sentir Welcome App
  • Understanding Sentir Apps
  • Understanding and Using the Sentir Home Page
  • Understanding the Sentir Navigation Menu
See all 12 articles

Intelligent Features

  • Understanding Sentir Agents
  • Working with Dispatches in Sentir
  • Staying Up to Date with the Noticeboard in Sentir
  • Using Notes in Sentir
  • Using the Meeting Prep Workspace in Sentir
  • Using Chat in Sentir
See all 8 articles

Clients & Relationships

  • Understanding Households, Organizations, and Individuals in Sentir
  • Understanding Household and Organization Members in Sentir
  • Understanding People Types in Sentir - Contacts and Individuals
  • Understanding and Using Groups in Sentir
  • Creating Entities in Sentir
  • Adding Client Entities to Households and Organizations
See all 16 articles

Financials

  • Understanding AUM and Revenue Calculation in Sentir
  • Calculation Options for Annual Revenue in Sentir
  • Understanding Prospects, Pipeline, and Deals in Sentir
  • Understanding Installments in Sentir

Servicing

  • Understanding Services and Deals in Sentir
  • Understanding and Using Deliverables in Sentir

Activities, Tasks, & Work

  • Using Add Work in Sentir
  • Using Projects in Sentir
  • Using Mailing Labels in Sentir
  • Understanding List Views in Sentir

Release Notes

  • Using Sentir Release Notes

Miscellaneous

  • Accessing the Practifi Sentir Success Portal
  • Triaging Browser Access for Sentir
  • Accessing Sentir via the Salesforce Mobile App

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