Knowledge Transfer Prospects, Clients & Non-Client Business Process

Email address

Name

Select all the records types that a User can create

What step is suggested that Users take before creating a new Prospect or Non-Client?

If you are not on the Wealth Team for a Prospect, Client or Non-Client, you will not be able to see the details of the record unless you are above a Wealth Team member on the SF role hierarchy.

All of the fields become locked down on the Non-Client when it comes from source.

Only certain data will be brought over from ADSR and SPCG to the new instance for Clients, Prospects and Non-Clients.