A collection of the most important things to you need as an Adviser to get the MiiiA job done.
Tip
We recommend Advisers set this as your default dashboard. For steps please see the Set A Default Dashboard article
Buttons Explained
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My Prospects |
| Keep track of your Prospects. Lists of your CONTACTS where Classification = Prospect | |
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Add a Prospect |
| Create a new CONTACT, with Classification = Prospect | |
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Activity Maintenance |
| Update your Appointments. Complete the Activity Fields, and Overdue Outcomes | |
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My Open File Notes |
| Complete your Open File Notes | |
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My Open Tasks |
| Monitor your Open Tasks | |
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Files In Progress |
| See your client’s FILES as they progress | |
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My Call Cards |
| Use your existing Call Cards | |