This video we will cover how to complete Scope of Appointment in-person, over the phone with Voice Signature, sending by email or text, or uploading paper SOA. It will cover to how to track the SOA with the 48 waiting period, the option to send a SOA in Spanish, how the SOA compliantly stores within the client’s profile, how to view SOA client tags for tracking client activity and how to send an SOA email to multiple clients at once in the Marketing section.