Best Practices
Best Practices – List Segmentation
Target Marketing is a vital part of the practices taught by the Bill Good Marketing System. The rule is that you should send every client and prospect something they might be interested in each month. List segmentation is vital for doing this. The ...
How to Process Referrals in G5
Prepare G5 to handle to referrals Download and Evaluate Values-Etiquette-Thank You-Referral from the Pipeline Letters folder in your Document Manager. Make any desired edits. Send it to compliance for approval. Then add it back into G5 once approved. ...
Best Practices - When to Use Custom Fields, User Fields, and Categories
This article covers the purpose of Custom Fields, User Fields, and Categories, and when you should use each Custom Fields Custom field data is useful because it becomes available for filtering and searching as soon as it is added to the system. Use ...
How to Manage Communication Defaults
Addresses, phone numbers, and email addresses all have default settings that should be chosen for each Household and Contact. They are not set automatically. You may notice that some reports do not fill in communication information until these ...
Best Practices - Accounts
The best way to get account information into G5 is to use the new Financial Accounts Integration. This allows you connect your custodian to G5, adding account info into each client’s record. This integration provides a comprehensive view of your ...
Best Practices – How to Use Activities Reports
Activities Reports are a type of report found in the Reports workspace, that provides information about the activities in your CRM. For general information about the Reports workspace and building reports there, see these articles: ...
Best Practices - How to Use SLM Touch Dates
The SLM has 2 dates associated with each Touch Type for each Household: Next Touch Target – This is the due date for that Touch Type. Last Touch – this is the date the last touch occurred. The most important one to pay attention to is Next Touch ...
Best Practices - Beneficiaries
You need to build relationships with all your clients’ beneficiaries. This will ensure you can help them when they inherit those assets or grow their own wealth. Because of this, it is important to track them in G5. Record Each beneficiary should ...
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 ...
Best Practice - Relationship Mapping for Professionals
When recording the relationships between a professional and their clients in your database, the Best Practice is to enter the relationship custom field on the client’s record rather than the professional’s. For example, If John Smith was a lawyer, ...