Accessing the Advice and Recommendations Page

To create an Advice and Recommendation you will need to select a Client from the client bank or convert a Prospect.

Click on 'Clients' on the top navigation bar and selecta Client.
Click on 'Sales Process' on the lower navigation bar and then select 'Advice and Recommendations'

Note

NOTE: To create an 'Advice and Recommendation' product search you will first need to create

a "Fact Find". The Fact Find does not need to be completed, but it must be started.

Once you have created an Advice and Recommendation record you can now add multiple Opportunities identified in your client appointment.

Note

See the Product Search User Guide for information on how to use the "Product Search" tools.

The remaining sections of the Advice and Recommendations Page ("Saved Comparisons, Documents, Applications and Referrals") store information relating to prior "Searches"

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