How to follow an advisor (and why it is beneficial), save a search, and more.
(click on the images to enlarge)
How do I save a search?
Saving a search is an important function of the AdvizorPro platform.
- Identify your target market in the advanced search
- Click the black floppy disk icon that says "save search" to the left of the green "excel export" button
- Name your search
- Select Private or Team
- Private means that saved search will only be able to be seen by you
- Team means that saved search will also be saved for all of your colleagues with AdvizorPro logins
Doing so will help you in 3 main ways:
- You can quickly re-access the saved search at a later date from your Dashboard
- You can make changes or iterations to your saved search if your target market changes
- For all saved searches, you will receive a weekly email detailing the net new advisors that have fallen into your saved search criteria, giving you the best view of your target market each and every week.
How do I make changes to an existing saved search?
To make a change to an existing save search, you'll want to:
- Load up any saved search
- Make 1 or more changes to the saved search
- Click on the black floppy disk icon
- Choose either "Update Current Search" or "Save as New Search"
How do I follow an advisor?
Wondering how to activate People Moves? Want to know how to keep tabs on your target market?
To follow an advisor, start in the advanced search and include filters to identify your target market. Then:
- Select the advisors you want to follow by clicking the white check boxes (or all of the advisors with the top most white box)
- Click the black plus icon and select your status
- Click follow
Followed advisors appear in the My Data section, as well as in the People Moves section of the Dashboard, allowing you to keep tabs on any moves happening within your target market.
If you have any questions please reach out to us at support@planprofessional.com