Managing Influence

Overview

As your firm develops relationships with influencers keeping track of these important clients and prospects is best done by adding influencer segments to their record definitions. These segments are available in Standard, Important and Critical to capture the levels of influence a Household, Organization or Individual has toward bringing new business to your firm. For additional information about influence, please consult our Understanding Influence article.

• Adding an Influencer Segment
• Changing an Influencer Segment
• Deleting an Influencer Segment
• Viewing Influencers

Adding an Influencer Segment 

Once a client or prospect has been determined to be an influencer by your firm, you can add an Influencer Segment to their Household, Individual or Organization record.

To add the influencer segment:

1. Navigate to the Household, Organization or Individual record to which you would like to add the Influencer Segment. 
2. Select the Actions menu located on the record side panel.
   
3. Select Add Influencer Segment from the drop-down menu. Selecting this option will open a pop-up menu on your screen.
   
4. Select Standard, Important or Critical from the Influencer Segment drop-down menu. 
5. Select Finish to finalize the addition of the segment. Once the Influencer Segment has been selected, it will display as part of the Client or Prospect definitions beneath the record name. 
   

Changing an Influencer Segment

Once an Influencer Segment has been added to an Individual, Household or Organization, it can be modified to reflect any changes in their level of influence on your firm. 

To change an Influencer Segment:

1. Navigate to the Household, Organization or Individual record that you would like to modify the Influencer Segment. 
2. Select the Actions menu located on the record side panel.
   
3. Select Change Influencer Segment from the drop-down menu. This will open a pop-up menu on your screen to modify the Influencer Segment.
   
4. Choose the new Influencer Segment from the drop-down menu and select Finish to attach the new Influencer Segment. Changing the Influencer Segment will also change the Client or Prospect definition under their name to reflect the new segment.
   

Deleting an Influencer Segment

Occasionally a Client with your firm may no longer need an Influencer Segment attached to their record.

To remove an Influencer Segment:

1. Navigate to the Household, Organization or Individual record that you would like to modify the Influencer Segment. 
2. Select the Actions menu located on the record side panel.
   
3. Select Remove Influencer Segment from the drop-down menu. This will automatically remove the Influencer Segment attached to the Household, Organization or Individual record. 
   

Viewing Influencers

Users can view influencers in a list format by selecting the Influence page from the Navigation menu. This page will display all Households, Individuals or Organizations that have an Influencer Segment defined on their record on a filterable table.

1. Change your data table by selecting options in this drop-down, such as My Influencers or My Division's Influencers. Data table availability will vary based on app context. 
2. Search the table with the search bar to find a specific influencer by entering information from any table columns displayed. 
3. Filter the table to narrow down results displayed on the table to a specific Influencer Segment, such as Critical, using this drop-down filter.  
4. Export the table to a CSV file by selecting this button. This will export the table as it is currently displayed, including any filters applied. 
5. Clicking on the hyperlinked entity name will take you directly to the household, organization, or individual to view their information in more depth. 
6. Edit or Delete an influencer's household, individual, or organization by selecting the options in this drop-down. Selecting edit will open a pop-up with the entity's information, such as their mailing address or birthdate, where the information can be quickly edited and the changes saved.