Want to learn more about LEADERSlink?
Register for TECHTalk, our weekly webinar series held Fridays at 9:30 am MST. We feature training tips and walk through procedures for Compliance, New Accounts, Commissions, and more.
THIS WEEK’S CALL:
Due to moving, there will be no call for LEADERSlink this week
**Friday, June 1st, We will not be holding a TECHTalk due to moving offices. We will resume TECHTalks on June 8th! Thank you!
How to Add a Note to a Client Account in LEADERSlink
Adding notes to your client accounts allows you to keep track of all your client information in one place. You can add notes from meetings, phone calls or emails that you can quickly reference all in one spot.