Allow me to categorize my opportunities. opportunity within an opportunity
Allow me to Categorize my opportunities. Example...
Opportunities main list --CPAs and then list of CPAs
Anonymous shared this idea
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!
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.