Where can you configure client goals for Lead Capture?

Where can you configure client goals for Lead Capture?

• A. Lead Capture settings
• B. Onboarding settings
• C. Client Prospects
• D. Advisor profile

Answer: (A)

Lead Capture settings is the place to configure client goals because this area controls what goals appear in the capture forms and how they’re collected from leads. Defining and managing goals here ensures consistency across captured inquiries and sets the right expectations for follow-up and mapping to your advisory workflow. Other areas don’t host these capture goals. Onboarding settings focus on bringing new clients into your system, Client Prospects is simply a list of potential clients, and the Advisor profile covers personal settings rather than lead-capture configurations.

Lead Capture settings is the place to configure client goals because this area controls what goals appear in the capture forms and how they’re collected from leads. Defining and managing goals here ensures consistency across captured inquiries and sets the right expectations for follow-up and mapping to your advisory workflow.

Other areas don’t host these capture goals. Onboarding settings focus on bringing new clients into your system, Client Prospects is simply a list of potential clients, and the Advisor profile covers personal settings rather than lead-capture configurations.