When working with a client or prospect, you need quick access to the most vital and relevant information. As you have more and more interactions, this gets a whole lot tougher. It’s necessary to have any mission-critical notes accessible with the click of mouse, ensuring the most important information is always front and center for both you and your team.
With RPAG’s Notes section, cataloguing conversations with your clients is more efficient than ever. The Notes enhancement allows you to create, document, organize and pin all of the relevant information that you might need for your conversations with retirement plan sponsor clients and prospect. You can even use this feature to create follow tasks – such as Calls, Tasks and Meetings – and assign them to the any team member within your firm. Watch the short video below to learn more about how to integrate this new feature into your day-to-day workflow
How it works
Navigate to any client or prospect in the RPAG Advisor Portal. On the Client Details dashboard, navigate to the Notes section and click the plus icon to create a new note, or find a note on the timeline that you’d like to pin.
Give the note a title, and type and format the note to your needs.
To create a follow-up “to-do”, click the plus icon next to Create To-Do. Select the type (Call, Meeting, Email, Other or Task), assign it to the appropriate team member, and assign a due date.
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If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.
