Client Management - Advisory Approach Matt Lister March 20, 2020 01:09 Updated 1. Running a Governence Review Video: How to Produce and Edit a Governance Report (2:16) Governance Meeting Unpacked - Conducting the Meeting and Documenting Value with the Report (14:45) 2. Building a Plan Audit What are C.A.L.E.B. Insights? How to Search C.A.L.E.B. Insights for Across all Group Files (0:56) 3. Solution Matching from the Solution Library Video: How to Navigate and Search the Solution Library via the Homepage (1:09) Video: How to Search in Solution Library (2:16) 4. Client Portals Video: How to Create a Client Portal (1:25) Video: How to Active Sharing - Inviting a Contact to Sharing on the Group Web Portal (2:24) Video: How to Share a Report to the Client Web Portal (0:54) Video: How to Share a Timeline Event to the Client Portal (1:22) Examples (YouTube Playlist) of Sharing Solutions Comments 0 comments Please sign in to leave a comment.