Scotia Wealth Management
Pilot Advisor App Guides
Understanding Your Dashboard
Lists
- How To Create an Empty List
- How To Upload a List
- How To Manage and Edit Your Lists
- How To Create and Save a Segment
Contacts
Signatures
Campaigns
- How To Use Starter Templates to Create Customized Templates
- How To Send an Email Campaign
- How To Add a New Article to the Content Library
- How To Use the Email Editor