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What actions can a Wealth Advisor take from the Life Events card7
Correct Answer: B,D,E
From the Life Events card, a Wealth Advisor can take the following actions: Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information. Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards. Create Opportunity: This action creates an opportunity record to track the potential revenue from the life event. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
Recent Comments (The most recent comments are at the top.)
Al - Nov 07, 2024
Should be A,B,E. Default actions on life events cards include New Action Plan, New Case, New Opportunity, New Event, New Task, Log a Call, New Note, New Lead & Referral
Recent Comments (The most recent comments are at the top.)
Should be A,B,E. Default actions on life events cards include
New Action Plan, New Case, New Opportunity, New Event, New Task, Log a Call, New Note, New Lead & Referral