• Financial Advisor’s view of all their prospects and customers lead (new, Xselling and Upselling) in a consolidated view.
• Click on one category of the lead management Eg. Discovery - there will be a list of customers under that category (Prospects and Existing customers).
• The list of prospects/customers also indicate the probability of a win/closing.
• Probability Indicators can be classified with a odometer dashboard – 0%, 20%, 40%, 60%, 80%, 100%.
• If 0% more than 2 weeks than go back into a pool and no longer classified as a lead.
• 100% means it is a win and will clear when either the eApplication related to this opportunity is submitted. Or manually closed with a note explaining and providing evidence why it is won?
• Click on the customer will drill into that prospect/customer for further details of all the activities interacted with him/her.

5 Key Point about Sales Funnels:

• Financial Advisor’s view of all their prospects and customers lead (new, Xselling and Upselling) in a consolidated view.
• Click on one category of the lead management Eg. Discovery - there will be a list of customers under that category (Prospects and Existing customers).
• The list of prospects/customers also indicate the probability of a win/closing.
• Probability Indicators can be classified with a odometer dashboard – 0%, 20%, 40%, 60%, 80%, 100%.
• If 0% more than 2 weeks than go back into a pool and no longer classified as a lead.
• 100% means it is a win and will clear when either the eApplication related to this opportunity is submitted. Or manually closed with a note explaining and providing evidence why it is won?
• Click on the customer will drill into that prospect/customer for further details of all the activities interacted with him/her.

5 Key Point about Sales Funnels: