Working With Profiles

Profile Structure
As you begin to work with WealthEngine profiles, it’s important that you understand how they are structured and where different types of information are sto...
Tue, 25 Oct, 2022 at 9:44 AM
Reading a Profile Best Practices
Okay, so your time is short and you need to quickly qualify a new lead. Or perhaps you have a new potential customer who has agreed to a meeting and you nee...
Fri, 28 Oct, 2022 at 5:23 AM
Connections
This article will walk you through how to navigate and read the Chart View of the Connections section of a person's profile. Note: To learn about the...
Fri, 28 Oct, 2022 at 5:02 AM
Diving Deep into a Profile
While often you will want to move quickly through profiles and segment files in large groups, that probably won't always be the case. Every once in and...
Fri, 28 Oct, 2022 at 4:25 AM
Editing Profiles
When you are looking at a person’s profile, this is the end result of a very long and complex process. The WealthEngine system draws in about half-a-trillio...
Tue, 25 Oct, 2022 at 7:25 AM
Reading Giving and Donations Data
Some profiles will include donations data, which you can factor into your evaluation of that customer or client’s interests and capacity. However, there are...
Fri, 28 Oct, 2022 at 3:46 AM