video1.0<iframe src="https://www.loom.com/embed/c0b46fd0fe884251a30129a94ba7ecad" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c0b46fd0fe884251a30129a94ba7ecad-7a7d07fa4873a811.gif255.994In this video, I walk you through how to manage accomplishments effectively, whether through automated tasks or manual entry. I explain that when you complete tasks, the associated accomplishment text is automatically added to the client's record, but you can also add accomplishments manually if you prefer. I demonstrate how to categorize and track these accomplishments, emphasizing their importance in showcasing the value we provide to our clients. At the end, I highlight how to generate an accomplishments report for any given year. Please take the time to review the process and ensure you are utilizing these features to their fullest potential.