Best Practice: File Prep

Best Practice: File Prep

What you can do: Prepare Files For the Next Meeting

Do you keep everything in your head when it comes to meeting with your clients? Do you hold it in your memory whether or not your client holds a Bitcoin account during file prep? Or that they have a state 529 plan for their child?

Instead of these nuances lingering around in different places, consider storing them in Pulse360. Use a tag, File Prep, or similar, and bring that up every time prior to a meeting. You will never forget anything. And naturally, all these notes are synchronized back to Redtail CRM, Wealthbox CRM, and Salesforce CRM.

Check out the video to see what we mean

Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at support@pulse360.com



Related Links:

  1. How to Create Tags
  2. How to Tag Notes
  3. How to Search Existing Notes in the Workspace


Tips

  1. Tags help you filter notes easily.


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