Best Practice – How to Track Out of House Investments
Tracking out of house investments is an important step in becoming the sole provider to your clients.
Out of house investments are any investment that you are not the provider of.
Each out of house investment should be entered in G5® as an Opportunity. Best Practice Guidelines for this are:
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The ‘For’ field should be the Household of the people who have the investment. Most things are tracked at the Household level.
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Add the specific individuals who have that investment from the Contacts of the Opportunity. This is important for those occasions when a Household splits apart, ensuring that the individual who separates remains with the Opportunities specific to them.
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The ‘Description’ field should include the acronym ‘OHI’ (Out of House Investments).
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You can search for the OHI acronym in the ‘Search’ field to find all out of house Opportunities, either in a Household record, or in the Opportunity workspace.
For more information about Opportunities in G5, you can find all of the Knowledgebase articles about them here: https://billgoodmarketing.zohodesk.com/portal/en/kb/gorilla-5/opportunities
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