Tasks, meetings and phone calls are the core activities to an adviser business, so learning how to create and manage all your tasks, meetings and phone calls for you, or another member of your team, will help you all run a successful adviser business.
The following video tutorial will show you how to do the following:
- Create meetings for Contacts (which is the same for Leads)
- Send meeting invites to clients and meeting reminders
- Keep meeting history in the client record
- Share your online calendar
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