Allow me to Categorize my opportunities. Example...
Opportunities main list --CPAs and then list of CPAs
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Jacelynn Bruce commented
Keywords or UDF's for Opportunities would be a super helpful feature for Redtail to add, so that we can pull a list of DST opportunities, or Financial Planning opportunities.
Colin Murray commented
I use Opportunities to track closed business. I need a field for the product sold or service provided.
It would be great if you could create a Line of Business field for us to segment by line, e.g., annuity, managed account, life insurance, etc.
Edward Bao commented
I would like to run the report by name or if you could add a category column so we can categorize the opportunity by say aum, insurance, etc etc. and then you can run the report by category and by stage and get a really good idea of what type of business opportunity it is and where in the pipeline it is. That would add value to getting business done efficiently.