View details of a client’s package

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by Ryan Hallett
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From your 'My Hub' page (please see below)

On the left hand side of your account, you will see the side menu where you can select 'Contacts'.

New Hub.png

Select the client profile 

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Followed by 'Financials' from the list below the client profile picture and then 'Packages'

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You can then click the 3 horizontal grey dots next to the package to view the details 

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