Mr Tom Reid

SLA 5 daysIn progress

Stage 4 of 10

30% complete

ContributioniEngine: CRM (demo).

Retrieve the advice record and capture the contribution details. Checks remaining ISA allowance for the tax year.

The advice record links this case to the client's Salesforce file and supplies the fact find details used downstream.

No advice record linked

Searches Salesforce for advice records held against Tom Reid.

ISA subscriptions already made this tax year *£

Adviser input

Single contribution£

Adviser input

Regular contribution£

Adviser input

FrequencyAdviser input

Source of funds *

Adviser input

Fund selection and allocationTotal 0%

No funds selected yet. Allocation must total 100%.

Inputs also save when you leave a field.

Select an advice record from the CRM first.

Files for this stage0

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From the client3 of 3In Storyline

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