How-toPeak Client Portfolio
How do I set a strategy for a client?
On the client page via “Set strategy”. You choose an action, such as Protect, Expand, Raise price, Reduce scope or Consider parting ways, plus who's responsible and by when. “None (recommendation applies)” keeps Peak's recommendation.
- Open the client and choose “Set strategy”.
- Enter the action, “Owner” and “Due on”, and optionally a note.
- Click “Save strategy”.
Next step
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