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  3. Client Management

Client Management

  • Effective communication: How to use the portal to effectively and efficiently communicate with your clients (8th Nov 2022)
  • Client Engagement: Questions, Roadblocks, Solutions (Sept 20th 2022)
  • The Portal from a Client Perspective ( July 12th 2022)
  • Staying Organised with Rapid To-dos & more
  • Insurance, goals and reports
  • Explore best practices for using the client management feature including your client list, to-dos and goals
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