Lead & Client Overview

• Client - Clients who have at least one active service with you.

• Same with the Leads, you will also be able to 'Search' ,  add new via 'Add New Personal File' and/or 'Add New Business'

Note: We do a quarterly 'sweep' of the Contact Status to make sure that everyone is sitting where they're supposed to be and to ensure your database is reflecting the correct Contact Status for all clients. 

Structure your Search

• First of all - it is best to spend the time up front, structuring your searches to display the information that is most useful to see from the get go.

  1. Filter - Refer to the 'Search Your Leads & Clients' section 

  2. Reset - Refer to the 'Search Your Leads & Clients' section 

  3.  The cog in the right corner, next to the search and filter buttons to easily move the columns around into a view that suits your individual preferences - this will be saved for next time you log into the CRM. Use the icon on the right of the 'Column Selection' box to move them from Visible to Not Visible. 

  4. You can move the columns around manually also (not using the Column Selection section). Drag left or right to reorder.

  5. Sort by your chosen column (for example, click the 'Mobile' Column to sort numerically)

  6. Resize the columns in this view by hovering over the right of the title until your cursor changes to the black resize cursor.

Tip: You can export even without loading the results

Lead & Client Filter Options

Lead and Client sections feature distinct filter options and contain different information from each other.

• Lead Filter Search Options: Adviser, Lead Status, Adviser Status, First Name, Lead Origin, Lead Type, Last Name, Lead Gen, Contact Type, Next Activity Type, Next Activity Assignee, Next Activity Date, Created Date

• Client Filter Search Options: Adviser, Next Activity Assigned To, Adviser Status, Lead Origin, Next Activity Type, Services, First Name, Last Name, Contact Status, Contact Type, Next Activity Date, Client Since, Next Review Date

Tip: You can multi-select the dropdown selection with CTRL + 'select'

Add a New Personal File

• If it's a Lead, Under Lead, select the 'Add Your Personal File'

• If it's a Client, select Client and, 'Add Your Personal File'

• File Name: Use the Family Name

• Adviser: A dropdown selection of all the advisers of the business is available

• Services: Select the service offered / applicable to this Client file.

• Person: Required Fields are indicated by a red asterisk (Family Name, Adviser Name, First Name & Last Name)

• Contact Method: Though not required, if you already have the information, we recommend adding them accordingly

• Business Name: Refer to 'Business Overview' for more information

• Note the following additional sections;

  • Lead Status: This can be entered to sort your Leads, dropdown options can be added, removed or edited by the Business Owner via the Business Dashboard. 

  • Upload Photo: You can now upload an image (for example ID)

Advice Process & Services Tabs

• Once you added the Client File and save it, Advice Process and Tabs of different services you declared and offer as an Adviser will then show.  Refer to 'Services Overview' for more about Services.

Additional Contacts

• Additional Contacts and Services can all be added once a Primary Customer has been loaded.

• Add Additional 'People': There are only two required fields in this section, First & Last Name. The Physical Address, if this has populated for the Primary Contact, should pre-populate for any secondary contacts, however, this can be amended as required. Click the 'Save' icon.

• Add a Business: This will open up a new window. Refer to 'Business Overview' for further instructions on this. 

• Add a Trust: 

• Add a Professional Contact

• Linked Contacts: This refers to another client that might be involved and/or related to the client.

Notes

• This is where you, as an Adviser can add and review notes regarding the client

File Activity

• Within a client's file, there is now a 'current activity' summary. This will display aging number of days these activities are.

  • L&R Applications: Sitting at First Meeting, Submitted, Underwriting, Notes/Tests Required, Offer of Terms & Policy Accepted

  • KiwiSaver Applications: Sitting at Info Required & Submitted

  • Mortgage Applications: Sitting at Mortgage Enquiry, Awaiting Application, Application Received, Loan Application Submitted, Information Required, Pre-Approved LOO, Conditional LOO, Unconditional LOO & Loan Instructions

  • Mortgage Refixes: Sitting PIA Sent, Pricing Requested, Pricing Received, Instructions Sent & PIA Received

  • F&G Applications: Sitting at Contact Made, Info Requested, Info Received, Underwriting, Offer of Terms & Policy Accepted

  • L&R Claims: Sitting at Claim Requested, Claim Submitted, On Claim, Claim Declined (if within the last 60 days) & Claim Paid (if within the last 60 days)

  • L&R Retention: Sitting at 1st Arrears, 2nd Arrears, Change of Servicing, Repayment Plan, Cancellation Requested, Reduction Requested, Policy Suspension, Premium Holiday & Policy Alteration.