Default Request: New Relationship - Prospect

Oct 17, 2023

The New Relationship - Prospect workflow is a five task process that is resolved after you create the new relationship record, record a meeting with the contacts in the new relationship, sign the prospect, and all five tasks have been tagged as completed.

Team Roles required in Workflow: Advisor

Step 1:

First task is created, called "Create New Relationship Record in CRM", and it is assigned to the Team Role: Advisor. This initial task prompts the advisor to create the new Relationship with the required and requested information.

Task one is due one day after the New Relationship - Prospect request is created.

Step 2:

Second task is created, called "Follow up with Prospect to Schedule Portfolio Review Meeting", and is assigned to the Team Role: Advisor. Since the initial meeting/portfolio review meeting is important to get to know your new relationship, this task requires that you schedule that meeting.

Task two is due two days after the "Follow up with Prospect to Schedule Portfolio Review Meeting" task is created.

Step 3:

Third task is created, called "Conduct Portfolio Review Meeting", and it is assigned to the Team Role: Advisor. This task acknowledges and records the portfolio review meeting that the new relationship has with the advisor.

Task three is due seven days after the "Conduct Portfolio Review Meeting" task is created.

Step 4:

Fourth task is created, called "Update Prospect Stage", and it is assigned to the Team Role: Advisor. This task reminds the Advisor to update the status of the prospect about two weeks after the portfolio review meeting.

Task four is due 10 days after the "Update Prospect Stage" task is created.

Step 5:

Fifth task is created, called "Follow up/Sign with Prospect", and it is assigned to the Team Role: Advisor. This final task is marked complete once the prospect becomes a client. Once confirmed that all five tasks are completed, the Request status will update to Complete.

Task five is due five days after the "Follow up/Sign with Prospect" task is created.

Here is a list of the default fields that are included in the Request, as well as they type of information that is needed in each field. It is possible, as a System Administrator, to customize these fields within all Requests, including updating the existing names, removing fields, or adding different fields.