Business Development Workflow

Advisor CRM allows you to capture key information on a lead, track the lead through the business development cycle, and track communication and activities just like you do for current clients.

Creating and Editing Leads

Advisor CRM allows you to capture key information on a lead, track the lead through the business development cycle, and track communication and activities just like you do for current clients.

Disqualifying and Reactivating a Lead

Advisor CRM allows you to disqualify any non-interested prospect or prospect who doesn't meet your criteria.

Business Development Summary Report

The Business Development Summary report gives you an overview of all the Leads and Opportunities in Advisor CRM. You can run this report to track the progress on your Leads and Opportunities throughout your firm. The report can also be filtered to give you an overview of the business development efforts based on specific criteria such as primary advisor, stage, or rating.

The Lead Pipeline Process

Describes the basic Lead Pipeline process available in Tamarac CRM.