Leo O'Connor Jr
My feedback
113 results found
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292 votes
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18 votes
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20 votes
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19 votes
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27 votes
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146 votes
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11 votes
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An error occurred while saving the comment We have a couple clients that do different things with different accounts. This would be perfect to do for them. and seemingly not too hard to implement.
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79 votes
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53 votes
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An error occurred while saving the comment This, again yes, this. I sometimes get asked what an activity is about because someone got the email notification before I have even finished writing in a description.
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396 votes
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18 votes
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193 votes
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61 votes
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62 votes
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511 votes
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142 votes
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77 votes
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356 votes
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90 votes
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An error occurred while saving the comment I agree! This woudl also be useful to see who turns from prospect to client to see those stats. You don't just want a client trigger because sometimes a minor becomes a client but was never a prospect so you may not need the same onboarding. Same with IRA beneficiaries.
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105 votes
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Memberships is how I add adult children that have accounts with us to a contact. That way they each get their own marketing materials. If I left them all in family then the adult child would be left out of marketing campaigns.