To catch the video click here: https://loom.com/share/a96bad0471e049599ab802b9885493ed
Step-by Step Instructions
Step 1: Add a New Company 0:00
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Navigate to the companies icon on the left-hand menu.
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Click 'Add Company'.
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In the dropdown, select 'Add a New Company' which is the first option in the dropdown.
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Enter the name of the appropriate team.
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Choose the company type: Client, Product, Prospect, or Former Client.
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Optionally, add a logo.
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Confirm that the company is now in the system.
Step 2: Verify Company Addition 1:02
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Check the table to see the newly added company.
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Note that no plans are assigned yet.
Step 3: Add a Plan 1:21
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Go to the plans section on the left-hand menu.
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Click 'Add a Plan'.
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Enter a name for the plan and select the team.
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In the company dropdown, assign the plan to the company you just added.
Step 4: Define Plan Details 1:40
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Select the plan owner and their industry.
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Choose the plan type and question profile.
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Specify if the plan is managed, not managed, or formerly managed.
Step 5: Understand Plan Management Status 1:57
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Managed plans are for clients.
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Not managed plans are for prospects or situations where you are not the advisor.
Step 6: Add Additional Plans 2:40
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You can add more plans to the same company.
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For example, add 'Sample Plan Number Three' and assign it to the same company as 'Not Managed'.
Step 7: Review Plans Associated with a Company 3:39
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Go back to the companies section.
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Select the company to see all associated plans.
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Confirm that multiple plans can be tracked for the same company.