Where can you configure client goals for Lead Capture?

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Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

Multiple Choice

Where can you configure client goals for Lead Capture?

Lead Capture settings is the place to configure client goals because this area controls what goals appear in the capture forms and how they’re collected from leads. Defining and managing goals here ensures consistency across captured inquiries and sets the right expectations for follow-up and mapping to your advisory workflow.

Other areas don’t host these capture goals. Onboarding settings focus on bringing new clients into your system, Client Prospects is simply a list of potential clients, and the Advisor profile covers personal settings rather than lead-capture configurations.

Where can you configure client goals for Lead Capture?

Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

Where can you configure client goals for Lead Capture?

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