How do I enter and view client and prospect account or policy information in HOARD?
Use the Add/Search box in the upper right corner Select Search Select Client or Prospect Type contact’s name (e.g. Joe Successful) and click GO In View Client or View Prospect screen that appears, select View Account In the View Account screen that appears, enter the account details and click Update (repeat this step for each account you want entered) • 5. How do I turn a prospect into a client? Use the Add/Search box in the upper right corner Select Search Select Prospect Type the Prospect’s name (e.g. Joe Successful) Click on the Prospects name on the View Prospect page that appears In the Touch Information section, select the “Client” Radio dial and click Update at the bottom of the page when done • 6. How do I remove a client or prospect from HOARD? Use the Add/Search box in the upper right corner Select Search Select Client or Prospect Type contact’s name (e.g. Joe Successful) and click GO In the View Clients or View Prospects screen that appears put a check mark in the box that s
