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RightIntel

Frequently Asked Questions

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

How often does the RightIntel > Dashboard refresh?

Can I open a client plan directly from RightIntel?

Can I receive notifications for Opportunities > Key Events?

How many weeks of data are stored within Client Overview > Activities?

Can I download information from RightIntel into a CSV file?

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For additional assistance within RightCapital please contact our Support team.

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