Qualifying a Lead

In Tamarac CRM, prospects are created as leads. When a lead meets your criteria and is ready to become a client, they are qualified and converted to a contact and an account.

Creating a New Contact and Account

The best practice for creating entirely new clients is to start from a lead record first. However, there may be instances where you find you need to create a new contact or even an entirely new account/Household and associated contacts independently.

Tracking Opportunities

When you bring on a new client, you may only sign part of their assets or you may hear about outside assets from clients that you have worked with for a while. Opportunities allow you to track outside assets that you're working on bring under management for current clients. Additionally, you can track metrics on opportunities that you have won or lost and see where any open opportunities are in the business development cycle by using Tamarac's business development reports.

Managing Families

Creating a family in Tamarac CRM allows you to group related clients' accounts and any associated trusts at the overall family level. You can designate the relationships between accounts in the family by setting the generation. When you manage assets for families with an older generation and a younger generation, creating a family for your related clients will reflect a reduced risk of losing assets.

Bulk Creating and Editing Records

Imports and Bulk Edits are useful when creating a large number of new records or updating a large number of existing records. You may need to work with a Data Manager to perform one or both of these actions.

Onboarding Clients with Automated Flows

Learn how to use PowerAutomate flows to automatically create, assign, and complete some client onboarding tasks.