Opportunities needs to have way more fields
Opportunities should include a field for "Product Type" as well as revenue for each product type as well as "Amount" for "Producty Type". If I want to track annuities and investments I do that in deposits and also revenue. If I want to track insurance I'll do that in terms of premium and also revenue. There is no way to do this presently. We should also be able to report based on Service Advisor and Writing Advisor as well as lead source etc.
If I want to know who is referring me the most insurance and which sales person is the best at investments or annuities I should be able to report on that.
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!
Benjamin Brayshaw commented
Opportunities should have sorting by Advisor fields and CSR options, and then assigning an office employee on that opportunity separately.