Why This Matters
Every Advisor wants to grow their business. Your Account records are the key to staying on top of your biggest opportunities to expand.
When you have a lot of opportunities on the go, you need a central place to track all of this. That's what the Account Module does.
Learning Objectives
After completing this unit, you should be able to:
Create an Account from the Contact List.
Select an appropriate process for the Account.
Choose a Product or Service Associated with an Account.
Choose and use a Key Field List associated with the Product or Service for the Account.