SOLUTIONS | KEY ACCOUNT MANAGEMENT | CLIENTFIT®  

Weekly CUT

ClientFit  User Tip
Update Client Risk Analysis Reminder
July 30, 2018

By simply reviewing and toggling responses on the client risk analysis page each week, the client risk score provides a fast, quantifiable measurement of your client health.  It should be reviewed at least once per week in order to keep it current. 

 

In ClientFit® 2.0, subscribe or adjust the reminder notification by clicking the arrow next to your login name in the upper right corner and selecting View Profile. Go to the Notification Subscription tab and ensure the box is checked for Email under the Weekly Reminder.  You can even change the day and time of the reminder in the notification schedule! 

More related to

Key Account Management

Please reload

SOLUTIONS
PRODUCTS
RESOURCES
ABOUT
  • LinkedIn - White Circle
  • Facebook - White Circle
  • YouTube - White Circle
© 2019 Butler Street Holdings, LLC  All Rights Reserved.