Hints and Tips

  • You can integrate your diary with your smart phone or other calendars such as outlook.
  • When you send your clients emails through 360 Lifecycle, the email response can go directly back into the client file in 360 and leave an audit trail on the client record.
  • In Campaign Manager we have saved a query that will show you all the clients that have a missing email address or missing mobile. This will help you tidy up your client database so that you can send SMS or email campaigns.
  • You can add an estimated case value and lead acquisition cost against your prospects in your hotbox.
  • Did you know that when you postpone a case in your hotbox, you can now view all postponed cases in the new ‘postponed cases’ tab in you hotbox.
  • You can create a client report and use portfolio manager to capture the whole holistic view of the client record.
  • Did you know that when you are capturing client information for clients ‘in trust’, you can capture the trustees’ details so that they create an opportunity and go into your hotbox to call.
  • Give your clients the personal touch by sending a Birthday SMS message or you can produce a list a week in advance to send birthday cards to your clients – it’s another way of keeping in touch with them
  • You can bulk Import your clients leads into 360 lifecycle using our ‘Lead Import Tool’
  • You can change the dates that reviews take place.
  • You can add detailed Wills onto the system.
  • You can divide your client bank into different segments, for sales & marketing purposes.