Legal pads and agenda printouts! Legal pads and agenda printouts work great in the moment to navigate you through the tumultuous topics of life and finance. However, they are not practical for collaboration and compliance after the meeting.
As a supplement to an already existing process with written documents, add information electronically to the CRM so information is stored compliantly and collaboratively in a central location.
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Click the link below for more information on each of the features covered in the video:
05:45 - Manage Your Account
05:47 - Manage Database Lists
06:07 - Categories
08:16 - Quick Add
09:22 - Contact Overview
09:18 - Adding a Note
18:50 - Contact Overview - Notes
23:28 - Dictation Partners