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Start client meeting

To start a client meeting, follow these steps:

  1. Search for the client (holder or prospect) or select it from the existing lists (opened holder lists, favourite lists, history and so on).
    You can also open a client meeting directly after creating a new prospect.
  2. Switch to the object view (such as a holder dashboard, portfolio dashboard, prospect view and so on).
  3. Click the "Client meeting" icon on the toolbar of Infront Advisory Solution.
    This starts the client meeting. This is also indicated by the changed "Client meeting" icon. For more information on client meetings, also read the following sections.

Previously opened threads are hidden for the duration of the client meeting. The client meeting starts with only one opened thread from the last view (for example, holder dashboard).

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