Why This Matters
The most effective Advisors connect with their clients often. Phone/Zoom calls, emails, texts and face to face meetings. That's a lot of dialogue.
Keeping track of all these conversations is paramount. And if you're using our IQ Boost program, getting as much detail as you can will really help our AI tool to give you the best possible insights and direction.
This is where Maximizer really excels. From the Actions Menu you'll find numerous options to capture key client interactions that will be stored against the Contact record.
Learning Objectives
After completing this unit, you should be able to:
- Capture the details of a client call, either inbound or outbound.
- Create a follow up task and assign it to yourself or to a colleague.
- Schedule a meeting with a client.
- Check on the status of your To-Do list for the day, for the week or for the month.