Introduction to Contacts

Contacts: Clients and Prospects

Contacts are all your clients and prospects added to your firm. In this area, you can designate each contact as a "client" or "prospect." Select the "Invite" button to send them a Welcome email inviting them to create a password and login for the first time. Their login username will be the email associated with their profile. You will also see their total Net Worth and Investments currently added to the system. You can sort these columns if, for example, you want to call your prospects with the most net worth.

There is a simple and advanced level search box to sort/find your contacts.


When you click on a contact name, you access their profile to view a snapshot of their financial life. In the profile can view their Accounts, Net Worth, Investments, Cash Flow, and information on their Goals and Insurance. From the Contact view, you will also have a direct messaging feature and the ability to share and view documents in their vault. 



Ready to learn more?  Read Navigating Your Contacts to learn how to search, filter, sort, and merge contacts.


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