...
The 'Create and Match' tool enables you to run a duplication check on a new referral before it is entered into the system asa new Clientor Prospect.Thereare
- There are three sections in the 'Create and Match' screen and are broken down
...
- as follows.
X Cancel
Click the Search button to run a
searchand duplication check on
your Lead / Referral. Click save to
store the information entered so
far and run a search ata later time
Sea r C h
Lead Type
DETAus
The fi rst section
gives vou the
opportunity to enter
the clients personal
information.
CONTAC'
Enter a Single, Joint, or
Corporate client, these details
are then checked against your
existing client bark
There are two mandatory fields within
'Create and Match'. These two fields must
be completed a long with one other
additional fieldfor the duplication check to
work The more information vou can enter,
the more accurate the duplication checks.
Dote
NOTE: 
| Note | ||
|---|---|---|
| ||
| The two mandatory fields, 'First Name' and 'Last Name' must be completed as well |
...
| as one other additional field to complete the search. |
Assign vour lead/referral to an adviser and
branch, use the look up icon for the
predictive text field or view the dropdcnt•n
for a listof Branches and Adviser. Where
applicable enter the referral source details.
Youcan enter further opportunity details
relatedto that referral Whvdo they
require Vour services and any information
vou have to hand.
- Once you have entered the information regarding
...
- your referral, select 'Search'. This will then run
...
- a duplication check against your
...
- existing clients and prospects.
CREATE AND MATCH ENTITIES8 SAVE
- Once you have searched your referral against your client and prospect bank, you will then be
...
- brought through to the 'Match Matrix Result' screen.
- This page informs you
...
Ifvour access permits, vou will at this point
beableto createa new Client or Prospect
...
- whether or not a match has been found.
If vour access rights do not permit vou to directly create a new Client or
prospect, Vour referral will then be stored within 'AwaitingApprcwaI% A
user with the correct access will then be responsible for making referrals
either Clients or Prospects within the Awaiting Apprual Screen
If the client does exist within the client bank and
vou have access to them, you are then able to
create a n opportunity.
Search Results for Create and Match — Create an Opportunity
Ifa match is found, select the match by ticking
Selectvour preferred contact when adding
the fieldand entering 'Opportunit',• details
jointopportunities. When creatinga new
belcnt.•, detailing why and how they have come
opportunity vou can alsodata capture if the
lead is considered a warm or cold handcwer
to you.
to the adviser.
Click Edit to view
information
stored.
Oncevou have entered Vour information, click
Save. The referral will then be stored within
'Opportunity Managel
If the referral vou have entered does exist
within the system but vou do not have access
to them, vou can request a 'Client Ownership
Transfer b'/ selecting the padlc:ck icon.
NOTE:
| Note | ||
|---|---|---|
| ||
|
...
|