/
Advice and Recommendations
Advice and Recommendations
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'
- Once you have created an Advice and Recommendation record you can now add multiple Opportunities identified in your client appointment.
- Once you have created an Opportunity, you will then need to create a Fact Find.
- Then click on the magnifying glass to run Product Searches
- The remaining sections of the Advice and Recommendations Page ("Saved Comparisons, Documents, Applications and Referrals") store information relating to prior "Searches"
, multiple selections available,
Related content
Prospect Overview
Prospect Overview
More like this
Marketing and Reporting
Marketing and Reporting
More like this
POS - Reviewing and Selecting Products
POS - Reviewing and Selecting Products
More like this
New Prospect
New Prospect
More like this
Using Search Views.
Using Search Views.
More like this
Creating Search Views
Creating Search Views
More like this