Creating a New Opportunity

Creating a New Opportunity

New Opportunities are a full workflow for creating a new account for a client, including risk tolerance, model assignment, IPS paperwork and account creation. In general, they are broken into two phases: proposal and account opening.

Opportunities can be added for an existing Contact or a new Contact can be created as part of the opportunity process.

From an Existing Client

To easily create an Opportunity for an existing Client, open the Client Profile from the Manage Clients > Dashboard and use the Action menu to start a new proposal or account maintenance flow.

Adding an Opportunity for a New Contact

  1. Navigate to Grow Practice > Dashboard.
  2. Click Add Opportunity > New Contact in the upper right.
  3. Fill in the necessary Contact details. First Name, Last Name, and Advisor Name are required.
  4. Click Save to create the Contact and the new Opportunity for the Contact.

Adding an Opportunity for an Existing Contact

If the Contact in question already has an Opportunity in the Portfolio Manager, you can copy over some information if desired, or you can start from scratch.

Start the Opportunity from Scratch

  1. Navigate to Grow Practice > Dashboard.
  2. Click Add Opportunity > Existing Contact in the upper right.
  3. Enter an Opportunity Name.
  4. Use the Search box to locate the Contact you want to add an Opportunity for.
  5. Click the move control on the Contact you want.
  6. To perform account actions on an existing account, select the account from the Client’s list on the right. To create the opportunity for a new account, leave the selection as Not applicable.
  7. Click Save to create the Opportunity.

Copy Info from an Existing Opportunity

Duplicating an opportunity will start with the following information copied from the existing opportunity:

  • Responses to the Risk Profile Questionnaire
  • Portfolio Builder settings
  • Primary Account Owner Information
  • Beneficiaries

To duplicate an Opportunity:

  1. Navigate to Grow Practice > Dashboard.
  2. Locate the existing Opportunity you wish to duplicate. You can use the Search box to locate all existing Opportunities for an existing client.
  3. Click the Action drop-down at the end of the Opportunity row.
  4. Select Duplicate.

An “Opportunity was copied successfully” message appears. The duplicated Opportunity appears at the top of the page.


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