Flourish utilizes two household tags for clients:
- Referral: This tag is automatically applied when an individual is invited by an existing client through the "Refer a Friend" feature in their Flourish profile. Advisors cannot manually add this tag.
- Prospect: This tag is assigned to individuals invited by an advisor at their discretion. It can only be applied during the invitation process.
Additional Notes
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- Filters: Advisors can filter their entire client list by these tags using the Client List View filter, located in the last filter section at the bottom of the right side of the Clients page.
- Removing Tags: Advisors can remove these tags from an individual’s profile by clicking on the tag as pictured below, but once removed, they cannot be re-added.
Related: Referrals and prospecting: How Flourish helps RIAs drive organic growth