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titleVersion History

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Change

July 2022

Initial Version

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Contents

Using the App

The Proposal-New App allows you to quickly create a new proposal for a specific client.

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Click the Proposal-New tile.

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Tip

Tip: If you started from a Redtail or Wealthbox contact, skip to step 3. The system automatically selects the client for you.

Search for the client by name or SSN and:

  1. select Select the client from the Results and click Next or

  2. click Create New Client.

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If you started from CRM - Redtail or Wealthbox (client name is present in the Overview section), the Initiate a New Envestnet Proposal screen is opened.

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Enter the Proposal Name and Amount, and click Create Proposal.

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Audience: Field Users

Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.

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cqllabel in ( "quick-start" , "app" , "new-account-opening" ) and type = "page"