Advisor360 Prospect / Client Onboarding

Body

Create household to record CRM data for new prospect (or client currently without an existing household) in A360s

1) Advisor360 Dashboard - Create Household

  • Popular Application & Links Widget - Create New Household
  • Standard for Household Name: LAST NAME, FIRST NAME
  • Formal / Statement Name: First & Last Name
  • Advisor ID: Select the appropriate advisor ID or split code
  • Click "Create"
  • If there is a pop up blocker - disable it and DO NOT create the household again, just go back to Dashboard and search for it

2) Client360 - Add Household information

  • Click on Contacts tab
  • Click Edit to add details, when finished click “Save”

3) Add People in This Household

  • People tab or section - Click "Add a Person" and type in the person's name, contact and company info
  • Type in Details for the Person and click "Save"
  • Repeat to add additional people within the household

4) Edit Default Household Details

  • Back to Contact – Overview page - Click "Edit" next to household name, select default contact information from the Phone, Fax, E-mail, and Online Presence drop down, then hit "Save"

 

Details

Details

Article ID: 23445
Created
Wed 12/11/24 2:58 PM
Modified
Wed 12/11/24 2:58 PM