Lifecycle Manager X

• Activating your trial Lifecycle Manager X client
• Managing Lifecycle Manager X Licenses

• Managing client goals

• Using Client IQ (Beta)

• Managing client meetings
• Managing meeting templates
• About the Meetings (all clients) page

• About Budget Forecasts
• Customizing Budgets
• Exporting Budget PDFs

• Uploading assessment templates
• Building assessment templates
• Configuring responses for assessment items
• About weighting in assessments
• Conducting assessments
• Editing a completed assessment

See all 7 articles

• About Client Analytics (Beta)

• Creating reports using deliverables