What is PeopleLink?
When a prospect record returns and PeopleLink matches are found, this means that the prospect is associated with other organizations and/or individuals who appear in the WealthPoint Online database. The prospect may be related to organizations, such as companies or foundations, or individuals, such as fellow board members, directors, trustees, stock insiders, and even business partners who are not mutual stock insiders, but who are associated as colleagues or co-executives. By identifying these affinities, PeopleLink opens up a whole new way for you to build stronger relationships with prospects, by developing a better understanding of their interests and affiliations. PeopleLink also helps uncover exciting new prospects, by leveraging your relationships with current supporters to reach out to the people with whom they are linked.
