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Client Review Part 2: Post- Review [38:54]

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Your client left the office and the meeting went great!

Now what. . . ?

Learn the assembly of tools available and how the best practices with these tools can better prepare you for next year’s review.

Click the link below for more information on each of the features covered in the video:

01:09 - Recently Viewed Contacts

02:41 - Quick Add

12:19 - Family Name

12:40 - Contact Overview - Contact Details

13:56 - Contact Overview - Memberships

16:46 - Contact Overview - Important Information 

18:12 - User Defined Fields (UDFs)

20:49 - Quick Add Activity

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