How to Handle Client Death [25:12]

It is important that we be there for our clients and/or their family members when they experience a death in the family. Going forward from these types of events, it is also important to keep that sensitivity consistent in our relationships with the living beneficiaries. Join us as we discuss how to best utilize the CRM when a client passes away.

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• 01:08 - Manage Database List
• 03:00 - Set Up Workflow Templates
• 05:06 - Automations Template
• 07:25 - Recently Viewed
• 07:37 - Change Contact Status in Contact Details
• 08:46 - Contact Record: Date of Death/Termination Fields
• 09:50 - Changing Head of Household
• 12:09 - Client Review (under Know Your Client)
• 14:07 - Change Marital Status in Contact Details
• 15:13 - Reassign Workflow Task Due Dates
• 16:37 - Move Notes to Another Contact
• 19:40 - Activity Management
• 21:00 - Memberships
• 24:00 - How to Handle: Client Death