video1.0<iframe src="https://www.loom.com/embed/6c7a27f9aee748d49af7fdb337ecf32b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6c7a27f9aee748d49af7fdb337ecf32b-333c616f3b475207.gif211.879This Loom explains how to use the Clients tab to review and query client intelligence populated by Ping. It shows key sections including client details and goals, entity breakdowns such as SOPs, platforms used, tax compliance items, and financial preferences, plus strategic notes and a digital footprint based on the client website and LinkedIn. It also covers the communication timeline with meeting summaries, emails, action items, and the importance of ensuring every contact is linked to the client intelligence so Ping can update it correctly. The Loom notes you can sync by entering a client domain and then ask general questions about the client, like whether payroll was discussed, from the top search area.