Modules
Features
Navigation
Grab Bag
100
The place where you would enter in information about a person you spoke to a networking event
What is Leads
100
This feature allows for emails and appointments to be linked to CRM
What is Set Regarding
100
This Navigation link is where you should be making address changes
What is More addresses
100
What do the initials KYC stand for?
What is Know Your Client
200
The place where you enter in potential Sales
What is Opportunities
200
This feature changes the status of an activity from open to closed or completed
What is Mark Complete
200
This navigation link is where you would sign into Schwab
What is Portfolios
200
What are the three records that should always be created when a Lead is Qualified/Converted.
What are Households, Contacts and Opportunities.
300
The place where you can see Meetings/Phone Calls/Emails
What is Activites Plus
300
This feature automatically creates a new scheduled task once the previous task is marked complete
What is Recurring Tasks
300
This navigation link is where you upload documents in CRM for everyone to see
What is Documents/SharePoint
300
This feature converts a Lead to a Household, Contact and Opportunity.
What is Qualify
400
The place where you can see relationships
What is iParties
400
This feature allows for automatic emails to be sent to people via email so everyone knows what is happening with Client
What is Notifications
400
This navigation link would show you the total AUM of all households with the same name
What is Families
400
This type of Activity does not require you to Mark as Complete for it to be closed or completed
What is Emails
M
e
n
u