Click In Quick Start click the Proposal-Existing tile.  Image Removed Image AddedThe message about selecting the client is displayed.  Image RemovedTip: 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 and open the Client Folder. Click Open Client in Envestnet in the top toolbar.  Image AddedIf the Client is found, the System opens the Envestnet Client screen for the Household.  Image AddedIf you started from Redtail or Wealthbox (client name is present in the Overview section), the Envestnet Proposals screen is opened.  Image Removed Image RemovedClick the Proposals tab to see the proposals for all members of this Household.  Image Added | 