Create a section in Workflows that allows us to combine workflows into a big workflow of workflows, similar to how mind mapping software is set up. Then allow us to search clients & see which workflow they're currently in, where they are in the client process across all the different workflows, and who is assigned responsibility to that specific task for the contact. Then add the ability to see all contacts across the client process and which workflow they're currently assigned to.

This would be HUGE to holistically assess and process where everybody is at, eliminating the overwhelming feeling of contacts being isolated from each other from the view of the financial advisor.