The idea is to develop a customized Web Form for potential clients, enabling seamless data synchronization with the AE 'Prospects' tab. While the existing AE Web Form can only accommodate generic information, the proposal aims to incorporate specific questions and map their responses to relevant informational categories within AE. This functionality would greatly enhance the process of gathering and organizing data for prospective clients.
Imagine the possibilities if this idea were delivered – the Web Form, which is currently limited to asking for a "Primary Email," could be customized to inquire, "What's your best email?" The responses from potential clients would then seamlessly sync with AE's 'Primary Email' section when they are prospects, and the same information would also sync if they are promoted to become clients.
Furthermore, this enhanced Web Form could accommodate additional custom questions not listed in the current system. For instance, advisors could inquire about the risk appetite of a client and have their responses automatically sync with specific Record/Prospect Classifications or Tags. This level of flexibility and customization would revolutionize the usefulness of AE Web Forms, unlocking their full potential for specific firms and individual users.