Maximize Your Application Experience
- Completely Download the App - Make sure you've downloaded correctly to ensure that your app is functioning at peak performance. Watch the video entitled "Successful Initial Download"
- Establish Your Contact First - Input client information and mark the contact as "In Use"
- Use the "Favorites" Tab - Take a moment to set aside your "Go To" documents and sales materials before hand to streamline the sales process!
- Use the "Client's Pallet" - Bundle the sales materials together and send it immediately