Household Summary Overview [Product Guides]
Overview
With Household Summary, you will feel as though your workflow is seamless, quickly see your client’s information and progress for an easy meeting prep, and understand your client’s needs and progress prior to a meeting. Overall, we created a client summary page to improve the high-level client overview.
Key Household Summary features
Our Household summary will offer a high-level view of your client’s information and progress within the Lumiant platform and their own goals and wellbeing.
...
Take a look below for a short reference of the Household Summary. Click the image to see a larger view.
Further reading:
To learn more about the actions function, you can take from Household Summary see below:
Should you have any questions, please contact us at support@lumiant.io.