How should we be documenting client results? CY

  1. Overview
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  4. How should we be documenting client results? CY

The best way to document client results for funding advisors are in Zoho. Redundancy is key so advisors should document it under the results tab first and then follow up with documenting it under internal notes as well in this format: Date/Bank/Amount. This allows you to keep track and we also have a track sheet that we can share with the client as well so they can see their progress.

Written by Corey Last updated October 25, 2023
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