lient Recap
Wealthbox, Redtail, and select Salesforce users can now navigate to the “Clients” tab to generate an informational recap of the last year of a client’s meetings and notes from Zeplyn and your CRM.
Click “Clients” in the left hand menu
Search for or select your client from the list.
Click “Generate Meeting Prep” in the top right hand corner.
After processing, and refreshing the page (click F5 on a Windows machine or Command-R on a Mac) you will see the generated client information, tasks, and any related notes within Zeplyn. Click on the footnote links (small numbers in superscript) and you’ll be taken to the source within your CRM.
