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New Feature Announcement: Updated & Improved CRM Notes Integration

March 10, 2021
Announcements, Feature Annoucements

The Premier member experience has been upgraded with the debut of an updated and improved CRM notes integration feature. From now on, when you save the integrated checklist, the notes will be organized to allow you to:

  1. Focus your activities: Every planning issue identified (answer YES to the probing questions) is clearly visible at the top of the note so you can easily see your follow-ups and take action.
  2. Enhance your efficiency: All of the planning issues identified (answer YES to the probing questions) and notes are summarized in a single task and marked as “research and address possible issues” for follow-up.
  3. Underscore your diligence: All unanswered questions will be summarized in a single task for you to “gather more information to identify possible planning issues.”

Why It Matters
The improved CRM integration will help keep the important information top of mind. The planning opportunities you help your client identify will be clearly available in the notes and then organized into a follow-up and follow-through task.

You will discover immense value from the improved CRM integration when you:

  • Allow fpPathfinder to create the tasks and to-dos for you to save time.
  • Commit to attending to every detail and highlight planning opportunities, particularly if clients are completing the checklists via the Share A Link functionality.
  • Leave a question intentionally unanswered because you will revisit it later and want it assigned as a future task.
  • Want to assign tasks to people on your team.

It’s a great time to become a member or upgrade your membership to Premier. New resources and features are rolling out regularly. So go ahead and take make your move. You’ll be able to take advantage of this, and every feature fpPathfinder has to offer! 

Other recent feature releases have included a beta-test of five interactive flowcharts and Share A Link. Read more and consider how you can fully leverage your fpPathfinder membership.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”
— Tami C, an advisor in Colorado
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
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Recent Blog Posts

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