Assigning multiple advisers or Team to an Opportunity
Is it possible to assign an opportunity to multiple advisers? We have situations where multiple advisers are assigned to an opportunity and they would like to be able to select all opps that they are working even those that they jointly are working as a team.
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!
As a new Redtail user, we really need this feature, especially for Existing Clients, we need to add the following fields: fee schedule, date received and whether it is a systematic.
There are a LOT of improvements that have to be made to Opportunities, but starting with UDFs will help those of us using it now to have a work around for most problems with sorting, reporting, and
Darrell Pisarra commented
When adding a new opportunity in the opportunity screen would like an additional column added that shows the number of employees for each prospect.The number of employees is an important factor in calculating our potential revenue.
Jeff schalk commented
We have a need to tie 2 Advisors to an opportunity. Currently there is no way to to add Advisor #1 and Advisor #2 to an opportunity. Thus it is only assigned to 1 advisor and the other cannot easily pull that opportunity into their view of what opportunities they re involved.
IF this cannot be done, can you ad a User Defined field to opportunities that can be sorted and included in opportunity reports.
Our operations department would like to see additional detail in the opportunity- such as- number of accounts, type of accounts (IRA/Taxable/etc), funding source (existing account/cash/custodian), amount in each account, and expected funding date. This would allow us to keep track of the transfer of very complex relationships that may have upward of 10 accounts.
Assign an opportunity to a Team rather than just an individual, similar to the notify option in notes and activities