Clients & Journeys
- What is a client journey?
- The client list
- Adding a new client
- Client journey overview
- Taking notes
- Sending and uploading resources
- Sending Paperwork
- Sharing a Client Profile
- Add a Contact (Spouse, Family Member, etc)
- Transfer Client Profile
- Labels Overview
- Client Status
- Why do I need to 'request access' for my client's information?