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Aaron Cooper

Aaron Cooper

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15 November, 2024
Tip

Available to all users with access to the Ready Review deck

image-20240311-223935.pngImage Removedimage-20241115-031142.pngImage Added

The about you slide displays all the client’s (or clients') basic info from Xplan’s Client Focus.

Subslides

None by default, but a subslide will be created on the fly if you add notes to the slide.

Interactivity

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  1. You can create actions and notes before, after and even during your meetings:

    actions and notes buttonsImage Added

Data

The data for this slide comes from Xplan’s Client Focus.

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