TIP OF THE DAY

URL LINK STORAGE / ACCESS

Store website URL’s and other links in “Follow-up – Standardized Statements”.

We all have multiple website links, and we store them in a lot of different places. For example, our favorite browser, notes and files on our computer, shortcuts on our phone, etc. Regardless of where and how we store them, accessing them to give to clients can be cumbersome.

Create a Follow-up Statement that contains all or your links and / or create Follow-up Statements with links based on a specific subject matter / topic. 

Click this link to learn more about Follow-up Standardized Statements and how to use them.