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Transitioning from Prospects Tab to Upgraded Proposals Feature

  • Updated

What Has Changed?

Our Prospects tab has been replaced by our new Proposals feature!

We have built in a more streamlined and effective way to create proposals for your clients which you can find built into every client in your book of business. The older Prospects tab reporting capability has been removed and we encourage all of our users to convert their Prospects to clients. 

With the additional options to copy accounts and proposals, apply fund mapping, customize reports, and more, our new Proposals feature goes far beyond what you might have found in our Prospects tab. You can find out more here: PROPOSALS: How to Create a Proposal for a Client

In addition, you can check out examples of these updated proposal reports here: Report Samples (scroll to the proposal report examples.)

How to Convert a Prospect to a Client from the Prospects Tab:

At the end of this process, you will have a prospective client listed within your book of business where you can run our selection of Proposal Report templates. The process for converting takes only a few clicks:

  1. Navigate to the Prospects tab under "Book of Business"
  2. Select the Prospect you wish to convert and then click the "Convert to Client" button on the right.
  3. Select "Continue" after reading the warning message and then "OK" on the confirmation message.
  4. The Prospect is now set up as a "Prospective Client" in your book of business. 

Accessing the Prospective Client:

  1. Once the Prospect has been converted, navigate back to the Clients tab on the right:
  2. Here, you can now view the Prospect that has been converted to a Prospective Client by changing the view to "Prospective" using the drop down above your client list:
  3. After clicking the client's name, you can navigate to the Proposals tab to configure additional options and run reports. Please check out the PROPOSALS: How to Create a Proposal for a Client article for additional details.

What Next?

For the next steps, we recommend reviewing the following help articles:

 

 

 

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