To watch the video, click here: https://loom.com/share/83b351c9c3e0451a9024068cd7c590e3
Step-by-Step Instructions
1. Purpose of Tracking Notes 0:01
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Track notes or conversations with clients, prospects, or partners.
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Provides a 360 view of interactions among team members.
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Useful for coverage during client calls.
2. Accessing Notes in the System 0:28
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Navigate to the 'Plans' section.
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For a specific plan, click on:
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'Notes' after clicking the arrow button under 'Actions', or
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'Profile' and then select 'Notes' from the menu.
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3. Adding a Note 0:46
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Click 'Add a Note'.
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Choose a category for the note (e.g., compliance administration).
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Enter details about the interaction (e.g., client name, questions discussed).
4. Saving the Note 1:57
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After entering the note details, click 'Save'.
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The note will be tracked in the system.
5. Attaching Additional Information 2:53
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Attach relevant documents or information to the note if necessary.
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Make to to click 'Save' after adding attachments.
7. Reviewing and Searching Notes 3:10
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View all notes related to a specific contact.
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Use search and filter options to find specific interactions.
8. Benefits of using Notes 3:37
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Acts as a lightweight CRM for team communication.
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Keeps everyone informed and in the loop regarding client interactions.