Step 1: Login to the platform If this is your first time using the platform, please read How to log into Cloudadvisors.ca for details.
Step 2: Enter into any of the following pages:
Step 3: Enter your client name in the "Group" search tab at the top of your screen.
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one. Read "How to create a New Group?" article if needed.
When your client's name appears below in the menu search bar, click on your client.
Step 4: Select Plan Insights from the CALEB Assistant dropdown menu
From any given CALEB Insight you can click on the button lower right "Search Solutions" to open a search in the Solution Marketplace. The search will be performed based on the insight name.
You could also select Solution Matches from the CALEB Assistant Dropdown menu to view all of the custom solution matches for that group. Each Solution Match will produce an Instant Quote to share directly with Clients through the Client Portal.