For Advisors - How do I add information about the client engagement? :

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Modified on: Thu, Nov 15, 2018 at 1:52 PM

Introduction

The following steps explain how you can add information about the client engagement as well as client demographics.

How to do it

1. Stay in the menu 'Client Relation' and click the tab 'Engagement'.

2. Enter the data you know about the client. Go to the tab 'Demographics'.

3. Select the company lifestage and enter the percentage of female ownership in the company.

4. Fill out other information you know.

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