How to Use the Worksheet - Client Seminar Profile

How to Use the Worksheet - Client Seminar Profile

Add the Worksheet to the Contact

  1. Go to the Worksheets tab of the Contact you want to have a Client Seminar Profile.
  2. Click Add and select Client Seminar Profile.
  3. Click OK on the new screen that opened.

Open and Use the Worksheet

  1. Click the description “Client Seminar Profile” in the worksheet tab of the Contact.

  Note:

  • You do not need to complete the worksheet in one go.
  • Whenever you need to, click Save at the bottom of the worksheet and return to the Contact record.
  • Once saved, you can return as often as you need to in order to continue filling it out.
  1. Fill in the Profile section.
  2. Type a summary of their questionnaire answers if they filled one out.
  3. Add any guests they invited. You can add as many as you need.

  4. Click Submit only when the worksheet is finished.

  Warning:

  • Once you click Submit, you will no longer be able to add anything to the worksheet and will need to start another one.

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