Click the Proposal-Existing tile. Click Close. The message about selecting the client is displayed. Image Removed
Tip: If you started from a Wealthbox or Redtail CRM contact, skip to Step 4. The system selects the client automatically. |
The system displays a popup message asking you to select a client. Click Close. Image AddedSearch for the client from the list or click Create New Client. Then continue as described in the Envestnet Integration User Guide. If you started from CRM - Redtail or Wealthbox (client name is present in the Overview section), the Envestnet Proposals screen is opened. Image RemovedThe system opens the Envestnet Proposal screen.  |