Lesson 2.3 - Overview of Exploration

The Exploration section is where you can enter the “touchy feely” information about your clients. We believe that if we can help you build and nurture your client relationships, then your clients will stick around for a long time to come.  In the exploration section, you can enter Personal Values of your clients.

Personal Values

The Personal Values section allows you to enter those things that are important to your client. Currently, it is a reference section. You are able to create your entries, keep notes, and just stay organized about who values what, when, where, and why! .

To add a Personal value, go to the Profile tab and select Exploration.

Under Exploration, select Personal Values then click Add a Personal Value.

Enter the information for the personal value then click Save.

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