Choose a phrase
Search for a goal, a household name or an unresolved topic.
Product / Client Queries
When a client calls, find what they told you.
When a client calls with a question, search the meeting records saved in your desk by title, speaker or phrase.
Search phrasepension statement
Morgan household
Retirement review
“I’ll send my latest pension statement on Friday.”00:41 · Jordan Morgan
Narrow the list
Matching meetings appear in your local workspace. Open a record to inspect its source.
Decide the next step
Use the original statement to prepare a question for the next review.
Service desk · Illustrative conversation
Search for the words the client remembers.
A client calls about “the beneficiary form.” The associate has several meetings with this household. Searching that phrase narrows the reading to records where it actually appears.
“I’ve found the beneficiary form we talked about. Where did we leave things?”
From search result to return call
Use a matching phrase to locate the meeting, then read the surrounding exchange before answering.
Explore household records- Search phrase
- beneficiary form
- What to inspect
- The request immediately before the phrase and the advisor’s reply.
- Reply to prepare
- State the agreed next step and identify any signature still outstanding.