Table 4. Contact Record Type Fields
|
|
Annual Revenue |
Create a new currency type field. |
Assets Under Management |
Create a new currency type field. |
Best times to call |
Create a new multiselect picklist field with the following values:
- Early afternoon
- Early morning
- Evening
- Later afternoon
- Mid-morning
- Noon
- Saturday
- Sunday
- Weekend
|
Customer Since |
Create a new date type field. |
Employer |
Create a new text (short) type field. |
Goal - Priority 1 |
Create a new picklist field with the following values:
- Asset Preservation
- New Home
- Predictable Income
- Retirement
- Risk Management
- Saving for College
- Tax Sheltering
- Vacation Home
- Wealth Accumulation
|
Goal - Priority 2 |
Create a new picklist field with the following values:
- Asset Preservation
- New Home
- Predictable Income
- Retirement
- Risk Management
- Saving for College
- Tax Sheltering
- Vacation Home
- Wealth Accumulation
|
Goal - Priority 3 |
Create a new picklist field with the following values:
- Asset Preservation
- New Home
- Predictable Income
- Retirement
- Risk Management
- Saving for College
- Tax Sheltering
- Vacation Home
- Wealth Accumulation
|
Goal - Priority 4 |
Create a new picklist field with the following values:
- Asset Preservation
- New Home
- Predictable Income
- Retirement
- Risk Management
- Saving for College
- Tax Sheltering
- Vacation Home
- Wealth Accumulation
|
Goal - Priority 5 |
Create a new picklist field with the following values:
- Asset Preservation
- New Home
- Predictable Income
- Retirement
- Risk Management
- Saving for College
- Tax Sheltering
- Vacation Home
- Wealth Accumulation
|
Investable assets |
Create a new currency type field. |
Investment mix |
Create a new multiselect picklist field with the following values:
- Agencies
- Alternatives
- Bonds
- Currencies
- Equities
- Futures
- Hedge funds
- Limited partnerships
- Managed futures
- Money markets
- Mutual funds
- Options
- Structured products
- Treasuries
|
Potential Revenue |
Create a new currency type field. |
Total Life Insurance |
Create a new currency type field. |
Status |
Add the picklist values with:
- Active
- Quiet Filed
- Dead Filed
|
Account |
Rename to Business Account. |
Call Frequency |
Edit the picklist values as follows:
- Annually
- Bi-monthly
- Monthly
- Quarterly
- Semi-annually
|
Contact Type |
Edit the picklist values as follows:
- Center of Influence
- Client
- Customer
- Colleague
- Dead End
- Friend
- Lead
- Prospect
|
Customer ID |
Rename to Contact ID. |
Experience Level |
Rename to Investing Experience. Edit the picklist values as follows:
- Expert
- Limited
- None
- Professional
- Proficient
|
Investment Horizon |
Edit the picklist values as follows:
- Less than 5 Years
- 5 to 10 Years
- 10 to 15 Years
- 15 to 20 Years
- More than 20 Years
|
Lead Source |
Rename to Source. Edit the picklist values as follows:
- Advertisement
- Direct Mail
- Email
- Event - Client Appreciation
- Event - Other
- Event - Seminar
- Event - Trade Show
- List - Purchased
- List - Rented
- Other
- Referral - Client
- Referral - External
- Referral -Other
- Web Site
|
Primary Group |
Rename to Advisor Team |
Risk Profile |
Rename to Risk Tolerance. Edit the picklist values as follows:
- Aggressive
- Conservative
- Moderate
|
Tier |
Rename to Book Segment. Edit the picklist values as follows:
- Diamond
- Platinum
- Gold
- Silver
- Unassigned
|
Total Net Worth |
Rename to Net Worth. |