After importing a client’s data through the Xplan integration, ensure you review and action all imported items.
A team member or data item will only appear in the client’s portal and digital forms once it has been reviewed and actioned.
After importing a client’s data through the Xplan integration, ensure you review and action all imported items.
A team member or data item will only appear in the client’s portal and digital forms once it has been reviewed and actioned.