Client Review Preparation Part 1 (2-part series)
It’s time for a client to come to the office for an annual review!
It’s time to prepare and get ready for that visit!
Find out about certain reports and tools to run within Redtail that will assist you to set your meeting up for success!
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Click the link below for more information on each of the features covered in the video:
00:34 - Today
00:59 - Client Review Reminders Report
03:20 - Contact Overview
05:38 - Quick Add Activity
11:06 - Contact Overview - Contact Card
15:38 - Contact Overview - Common Tasks
22:39 - Notes By Contact Report
32:34 - Contact Overview - Accounts