标题: Organize Contacts and Leads [打印本页] 作者: Rex 时间: 2008-3-29 21:08 标题: Organize Contacts and Leads
ACT! for Financial Professionals is a single, central repository for critical prospect and client data captured across your business – whether you work alone or in a team of financial advisors. It enables you to easily enter information that will help you understand your clients’ or prospects’investment needs, track detailed financial planning information, capture all communications, manage prospects from inquiry to full client status, and report on overall effectiveness. With ACT! for Financial Professionals there’s a place to keep all the financial data you need for each client, including information on accounts, household, family members, advisors, estate planning, and more, in separate, dedicated tabs. You can even track the type of business, category, or tier type you have assigned to the contact, and any important notes.
