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Assigning a Profile's Adviser Originator
Assigning a Profile's Adviser Originator

Storing from which adviser the clients originated

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Though one adviser may be in charge of a Profile, the client may have come from the efforts of another adviser in your business. It is important to keep record of who originated a lead, especially if your business works on commission. 

In the heading bar, once you choose the Profile's referral source, you will be able to choose the Adviser Originator of the Profile. 

In future, Trail will have the ability use this information to help you gain valuable insights into your business through reporting functionality.

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