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


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.

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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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