Business Overview

Add a Business File, whether for a Lead or Client.

• There are two ways to add your Business Clients into the CRM. Whichever you choose directs to the same landing page content.

Adding a New Business

• Business: Required Fields are highlighted: Business File Name, Adviser Name, Services you offer & Primary Contact

• Primary Contact let you search the Client name and link the client to the Business File.

Adding Linked Contacts

• You can add Directors, Shareholders and 'Other' to a business by selecting the section you'd like to link a contact to and clicking the pencil to edit.

• Whether a Director, Shareholder or 'Other' is selected, you will be able to search the name of your applicable business contact.

• Once an individual is linked to a business, you will be able to find that business sitting in their Personal File also (refer to the picture to the right). 

  • This will display basic information relating to the Business that can be edited (editing re-routes you through to the Business File) and all notes from the Business File will be connected also for as a summary.