Clients & Journeys

Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated

• 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