For Advisors - How do I check analytics of client interactions? :

How can we help you today?

Modified on: Thu, Nov 15, 2018 at 1:26 PM

Introduction

The following steps explain how to review analytics of client interactions.

How to do it

1. Still in the menu ‘Client Relation’, go to 'Analytics'. Next, click 'Interactions'.

2. See here which types and number of Interactions you had with this client.

Did you find it helpful? Yes No