Hotbox Management

Demonstrating the use of Lead Management in 360 Advisor.

Hotbox Introduction

Creating a Lead

Managing a Lead

Referring a Lead

Case Record Management

 

Hotbox Introduction

The hotbox is one of the most used features within 360 Advisor, offering you instant access to your opportunity’s. This short video will show you how to manage the configuration of your Hotbox.


Creating a New Lead

Here we will show you more in depth process’s of your Hotbox, helping you stay at the forefront of your clients financial requirements;


Managing a Lead

Need to know how to postpone your leads, change priority  or record an action? Here’s how;


Referring a Lead 

Here we will show you how to refer a sale or transfer a client to another advisor;


Case Record Management

There are different ways to view the details of a case record, here we show you how;