In order to track your customer's progress in building financial security and achieving their goals, it's important to gather baseline data as a starting point. Baseline is the initial information you will put in for the customer. Baseline data will include asset, debt, credit score, tax and survey information that captures the customer's own sense of financial security. It is also helpful to collect this information from the customer early on to better understand where they are, as well as, to kickstart goal setting and action planning.
To enter financial baseline information that you want to track for a customer, select their name in the contact list to open their individual contact record. In the contact record, you’ll see the tabs “Goals”, “Assets/Debt”, “Spending Plan”, “Credit”, “Taxes” and “Surveys.”
The “Goals” tab is where you’ll enter financial goals and action steps to achieve them as part of the customer’s overall Action Plan.
Learn more about how to use Action Plans articles listed below: