Stratifi's risk analysis and compliance capabilities can help wealth management firms increase client satisfaction, retention, and serve as a powerful prospecting tool. Here we will learn how to add and edit a prospect record.
Lesson: How to add a Prospect
1. Click on the Prospects menu link.
2. Once you are in the Prospects section, click on the Add a Prospect button
3. The Create a New Prospect page will load up. The First Name, Last Name and Email fields are required and once you enter those, the Save button will become active; click it to save the prospect’s information.
Lesson: How to edit a prospect’s information
1. In the Prospects section, click on the prospect that you would like to edit. You will be taken to their page
2. Click the Profile button to bring up their information
3. A pop-up window will appear with the prospect’s information. From here you can adjust the information and then hit the Save button to complete the process.
