Separate column for Opportunities Client vs Other Contacts
In the Opportunities Layout have the contacts have the client in underwriting separate from other contacts such as underwriters, attorney, etc. Because even when I hover over the contacts link, I have to click on it. It doesn't show who the opportunity is for.
On another note... Have the option to create your own drop down of what the status is in the opportunity. "won or Lost' is not enough and really only applies to the final status.
Documents is not linked to client, so I have to reupload it again under client file.
Cannot link Pending Account to Opportunity even though it shows "Account" - there is no way for me to pick/edit to link.
Samantha shared this idea