Track clients’ personal and financial interests so it’s easy to personalize communications and match clients with events of interest.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
On the client profile, select Edit in the highlights panel.
In the Know Your Client section, click in the Personal Interests or Financial Interests field.
Enter an interest, such as Cooking or Retirement. If it exists in the app, select it from the list of suggested interests. Otherwise, press the Enter key after each new entry to add it to the list.
Save your changes.