If you have CSL access or above in Kaizan, you are able to "Subscribe" to specific client accounts.
By subscribing, you will receive:
The post-meeting summary email after any call with this client, irregardless of whether you were in the invite
Weekly client emails - e.g. recommendations at the start of the week and summaries at the end
To subscribe to a client folder, simply head to the folder "Overview" tab, then hit the "Subscribe button in the top right.
Once successfully subscribed, the button will fill in like below:
