Meeting Agenda's
More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda for the meeting. I've called redtail support, and they've suggested that I put it under "Im[important Information" which is not really where this information should be entered from my perspective.
I'm part of 2 different industry coaching groups and they both recommend the use of an agenda in client meetings, and other CRM programs have made this quite seamless.
Andrew
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Andrew
commented
this request and many others could be solved if there was a Microsoft OneNote tab inside of redtail.
OneNote is the best kept secret on the planet.