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Scotia Wealth Management

 Pilot Advisor App Guides

Understanding Your Dashboard

  • Home 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

  • iProfiles

Signatures

  • Signature Management

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

Reports

  • Campaign Reports
  • Additional Reports
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