CRM glossary
What is a Book of business?
All of a salesperson's or firm's customer and prospect relationships.
Definition
Book of business: All of a salesperson's or firm's customer and prospect relationships.
Example
An advisor's 140 client households and 60 prospects are their book of business.
Why it matters
It's the asset a CRM exists to protect.
Book of business in MagicWand
Book Builder constructs your book from the inbox you connect.