Opportunities Icon on Client Profile
I have an idea that can help identify New Asset client opportunities easily from their home profile page.
Up on the top right corner of each profile you see the icons for Edit Basic Info, Contact Card, Important Information, Common Tasks. This idea piggybacks on the "Important Information" icon that lights up Red when information is added.
Idea: There needs to be a " $ " Opportunities Icon that lights up Green when there is an opportunity added for a contact.
I know, I know, there is an opportunities tab on the left tool bar that you can click to see what opportunities are added. But for the volume our business is doing, if a client calls I can't check 4 different tabs to get all the information needed for the call. Usually I have to quickly scan notes, pull up their accounts, check activities, check workflows, etc.
I need a big GREEN $ sign so I know there is new asset opportunity with the client that calls that is reminding me to ask about it.
For the mods: *I have a PDF draft with screenshots and added icon visuals to show my idea, please email me.