Lead Management in Salesforce

The new Lead Management capability is available in Salesforce from Monday 23 October. Your Prospect Manager records (as of 17 October) would have been migrated to Salesforce. This will make things easier and quicker to do business by managing all your contacts in one platform, as Prospect Manager has now been decommissioned. 

You can find more information and FAQs on the button below.
FAQs and resources

Privacy Policy | Terms and conditions


The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Members of the St. James’s Place Partnership in the UK represent St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.

Registered in England Number 4113955.