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3. Managing Contact Records

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Your CRM stores detailed records for each lead, including:

  • Contact Information: Name, phone number, email address, etc.
  • Lead Source: Identify FinanceVine as the source for accurate tracking (we can do this for you during the onboarding process).
  • Interaction History: Log every interaction, including calls, emails, and text messages.
  • Notes: Record important details about the lead’s needs, preferences, and concerns or any other rapport-building details (someone’s favorite sports team, a child’s name, etc)
  • Documents: Store relevant documents, such as applications or financial statements, securely.

Having this information readily available ensures personalized communication and efficient follow-up.

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