Planit:Investment Commentary

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
How can I keep track of comments I have regarding the products I recommend to my clients?
• Access from Product Selection screen or Notes menu
• Data entry for notes

Keep on Track! Continue training on...
Product Selection Screen

Other Related Topics
Introduction to the Product Selection Screen Notes and Contact Log Apply a Fund

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.