Worksheets
How to Use the Worksheet - Client Seminar Profile
Add the Worksheet to the Contact Go to the Worksheets tab of the Contact you want to have a Client Seminar Profile. Click Add and select Client Seminar Profile. Click OK on the new screen that opened. Open and Use the Worksheet Click the description ...
How to Use the Worksheet - Appointment Profile
Add the Worksheet to the Contact Go to the Worksheets tab of the Contact you want to have an Appointment Profile. Click Add and select Appointment Profile. Click OK on the new screen that opened. Open and Use the Worksheet Click the description ...
How to Use the Worksheet - Confidential Client Profile
Add the Worksheet to the Contact Go to the Worksheets tab of the Contact you want to have a Confidential Client Profile. Click add and select Confidential Client Profile. Click OK on the new screen that opened. Open and Use the Worksheet Click the ...
How to Use the Worksheet - Financial Planning Checklist
Add the Worksheet to the Contact Go to the Worksheets tab of the Contact you want to have a Financial Planning Checklist. Click add and select Financial Planning Checklist. Click OK on the new screen that opened. Open and Use the Worksheet Click the ...
Worksheets Tab
The Worksheets Tab The Worksheets tab contains several forms that you can activate and fill out to help track and store profile information about your clients. Contacts have the Worksheets tab, where you can activate and fill out worksheets for that ...