In Financial Advisor Customer Plus, every lead you generate becomes a new Opportunity. This now becomes your big picture overview of how many Financial Advisor leads are coming in and from what source. You can also check the status of each lead to see if it's been contacted, needs follow-up, or is ready to be closed. Having this information at your fingertips helps you prioritize your time and follow up with Financial Advisor leads in a timely manner. Additionally, this big picture overview can help you identify any patterns in your leads, such as where they're coming from or what type of Financial Advisor Opportunity is most likely to close. By understanding these patterns, you can adjust your marketing and sales strategies to be even more effective. As a result, Financial Advisor Customer Plus provides a valuable tool for staying on top of your Financial Advisor Opportunity Pipeline.