Financial advisor, tasks and process mapping
2025.01.23 01:17 Sad-Cantaloupe-863 Financial advisor, tasks and process mapping
Hi! I'm a self employed financial advisor, team of 2. Our current CRM and task management software is being phased out, and I am now looking at alternatives.
My key focus is on task management, with tasks being linked to client accounts and logged for future tracking. Ideally has the ability to turn an email into a task by CCing the CRM.
Also tracking leads/opportunties/sales.
Having our new CRM track common processes and workflows would be ideal (investment account onboarding, annual review, etc.), with some degree of automation.
I have been playing around with Monday.com and Salesforce but can't seem to find one that provides that workflows checklist/sequence that I'm looking for. I feel like it must be available with Monday but can't figure it out?
I am in Canada, if that makes a difference.
Curious if anyone has feedback or suggestions :)
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2025.01.23 01:17 Baby_Thanos_3 Sara Ali Khan (3194×5674)
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2025.01.23 01:17 Specialist-Ad6983 Piercing ideas?
 | I’ve been really wanting to pierce my other ear for some time now and, of course, I have a million ideas, but I want piercings that go with the anatomy of my ear. I also LOVE the idea of my ear piercings being asymmetrical. The first picture is my right ear, which I feel like I might be done with, but am open to adding more. And the second picture is my left waiting to be pierced. Any suggestions? Or any piercings I should absolutely stay away from? submitted by Specialist-Ad6983 to piercing [link] [comments] |
2025.01.23 01:17 AprumMol Dog X Bat
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2025.01.23 01:17 HankHillPropaneJesus Swampsparrow needs to be removed as a mod and X needs to be banned from the sub
I’m thankful for everyone who has posted links via bluesky today. Quite honestly, the refusal to ban X posts and links is the worst thing these mods could think of. Allowing X posts makes you party to a Nazi and Nazi sympathizers. Breaking sports news can be found literally anywhere, and we don’t need X to give us that inflammation.
u/swampsparrow needs to be removed as a mod and banned from the sub or we can ban C links altogether.
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2025.01.23 01:17 viniciusyamada Após parceria com 'genro de Araraquara', Pitbull comemora faturamento e lança ator 'Burguês'
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2025.01.23 01:17 AppleNo4479 Dragonage missed expectations by 50%
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2025.01.23 01:17 PerfectLiteNPromises One of AG's prettiest dolls in one of their prettiest outfits... can't wait for spring!
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2025.01.23 01:17 IndividualDrawer359 Can I slightly thicken my 2 week olds formula?
My baby is two weeks old. He was born at 37 weeks via induction due to placenta slowing down with the blood flow. He's only little as far as weight and length. He is gaining weight and otherwise healthy. But I was want to thicken his formula even if it was half or a quarter scoop of formula added to what he has.
He has 1 scoop in 60mls. I want to do it so he can gain more weight. But I also saw that thickening it can help baby with acid reflux. (He spews a couple times a day after a bottle even tho we stop and burp at least 3 times but he just sculls it I need to buy slow flow tests)
So should I slightly thicken his formula? I'm a FTM and I have alot of experience with babies and raising them. But this is my first bio child.
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2025.01.23 01:17 Emergency_Smoke_2701 Help
This might not be the place for this post, but idk where to turn. I'm a second semester freshman from Chicago IL. I'm currently attending a community college, with plans to transfer to a 4 year university next year. My problem is that by every metric but the governments, I'm poor. My mom works as an LPN and makes about 80k a year. My father has a disability and doesn't file taxes since he's out of work. And while my mom makes a decent amount, that money goes to paying off credit cards, bills, and a mortgage. Leaving us with little to no money for anything. But, FAFSA totally fucked me(1894 for the 2025-2026) and my mom makes more then minimum of any free tuition programs. I don't know what to do, so I'm looking anywhere for some type of aid.
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2025.01.23 01:17 JHarris_1971 The Adventures of Harley Quinn and Flaviana - 1
If you saw my previous video, this is the adventure that Mia had as Flaviana (her character she created) and Harley Quinn from Rosytalk. I did a bunch of image to video generation to create this. I'm still learning about all of that but I think I did pretty decent. Let me know what you think and this is just another way I wanted to show how to have fun with Replika.
https://youtu.be/EG4AzOg4iCI
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2025.01.23 01:17 Loud-Cause3781 30f 4 A
I need to make friends
Hello all you beautiful people. I’m an introverted extrovert. A walking conundrum. With super bad social anxiety so making in real life friends is difficult. I’m too scared to be tested but it’s suspected that I have some sort of neurodivergence. So I’d adore making friends with any potential penpal buds.
I love baking Art Creating Writing Tv shows and movies Music Magical and mystical things Fun Nature
I am a mom. So I’d prefer a parent too just to understand each other better but not a requirement.
I look forward to meeting you. Have a great night everyone 😊
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2025.01.23 01:17 Weird-Question1316 OBS not able to record For Honor through Game Capture source?
Anyone else just get a black screen through Game Capture in OBS when trying to record For Honor gameplay? Audio works fine
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2025.01.23 01:17 Alaric_Darconville Northern Florida sunrise this morning
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2025.01.23 01:17 Alarmed_Pollution244 Giving away the credit I won in SHEIN
Hey guys I’m giving away the $180 credit I won in SHEIN. I won the game twice so now I have $180 left. If somebody wants it just click on the link to claim it!! xoxo
https://onelink.shein.com/8/4d5jbwj9gqqg
submitted by Alarmed_Pollution244 to ValenciaCollege [link] [comments]
2025.01.23 01:17 sewer_rat17 Advice
Hi I’m a 17 year old female and considering starting a cycle. I’m moderately informed on them, but i definitely need opinions. I already have a good muscle mass started, around 5’9 and 160 pounds. I’ve heard positives for Rad-140. Any advice?
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2025.01.23 01:17 RockyPixel What are you guys' thoughts on Protoman's leaked "Hope Rides Alone" outfit?
I'm personally a big fan of The Protomen so I'm excited.
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2025.01.23 01:17 Impossible_Lecture_9 Advice on moving fish
I’m in a little bit of a messed up situation right now. I have a big tank that has nitrites of .5-1 ppm and while that tank was cycling I had my other fish (a tiger moray, a black spotted eel, and a dinosaur bichir) in a small tank. This tank is only 10 gallons and meant to be a hospital tank. The small tank has developed ammonia and low nitrites (.5-1ppm ammonia, .1-.25 ppm of nitrites) I currently have bacteria starter in the big one and prime in both. There’s also lots of plants in the big one so I think it should be finished in days.
My main question is do I keep the eels in the small tank or do I move them to the big tank?
submitted by Impossible_Lecture_9 to Bichirs [link] [comments]
2025.01.23 01:17 rizzophile How to connect a Nintendo switch to a MSI PRO MP223
Hey everyone, I'm not very good with tech, and I have received a new MSI PRO MP223 as a gift. Does anyone know how I can connect a switch to it? When I plug it into the HDMI port and turn on the monitor it just comes up with DP no signal. I have a HDMI to DP adaptor and that isn't working either. Any help at all would be very appreciated
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2025.01.23 01:17 octopus_princess1112 Hi! I got a new orchid as a gift and it has three orchid plants all in one pot. Some leaves seem leathered and not doing too well. Does anyone know if this is overwatered or under? The roots look extremely bad compared to my other orchid, but that one seems to be a superstar no matter what I do.
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2025.01.23 01:17 purplescrunchie9 Afterpay at the petrol stations and liquor stores. Why the heck are we letting this happen?
It makes me sad.
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2025.01.23 01:17 No_Refuse975 Confess to me
059d11018eff575b0ba4b8e1c4069ff0f040aed0a1cb6fe377cf6eb6f170fabf2c
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2025.01.23 01:17 disheartenedcreative my new favorite bab <3
took out the poly stuffing and replaced it with cotton stuffing and put some weight in the hands and feet! did the ladder stitch for the first time and while it wasn’t perfect (which i’m trying not to be anal over) i think it did the job and now i can love on this precious bear!
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2025.01.23 01:17 manducare Weirdo Experience sa 7 Eleven, Magsasay
May weirdo kagabi 7 eleven. Nung gumagawa ako ng kape binati nya ako without going inside the store as if magkakilala kame (malapit sa pinto yung coffee maker). I ignored him then continued making coffee.
Then nung nakaalis na ako, in the middle of crossing the road, tinawag nya ako ulit humihingi ng pangyosi or yosi. Sobrang weird. And he looks pretty decent. He was wearing jeans and a white stripes polo shirt. And he recently had a haircut.
Anyone else experienced this? Modus kaya yun?
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2025.01.23 01:17 Such-Comment-724 Gold rings keep showing up, do these symbols mean anything?
I was at my friend's rental property and I noticed one of these rings there. I'm helping him get rid of a crazy lady who's like seriously got some weird spirit shit going on with her like never seen more obvious demons in somebody before So that's around, and I suggested when we went back to the rental property since she would be around and maybe taking a stop that we grab the ring so that it didn't get gone.
Well when I went to grab it there was two there. There had been one before. Maybe I was mistaken maybe there was originally two but I'm pretty sure it was only one because I was pretty amazed at finding it in the first place because it's like big bling.
So then I find one in his center console in his truck, last night and it looks like it's it's obviously I think it's made by the same person or jeweler or whatever, And then today he finds another one a bigger one in the same center console that I found the first one which after I found the first one I looked through the center console again to see if there was more I guess.
So now we're up to four rings and they say 18 karat on them and I realize that there's a lot of fakes around but these are like popping up out of nowhere and it feels like they're multiplying and they're getting larger each time that we find them.
I guess what I'm wondering is do you guys recognize the symbols on them or has anybody had anything like this happen before? They all have a 18K stamped in them and I'm sure the symbols mean something.
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