Opportunity Templates
It would be really helpful to have Opportunity Templates that can be linked to specific workflows and that allow us to set up percentages for commission structures. For example, we frequently do annuity applications for a specific product company - if we could set up an opportunity template that included a templated commission percentage and automatically kicked off linked workflow template for the paperwork, that would make the opportunities section a lot more useful and would drive advisors to be more proactive about finishing paperwork because they can see a visual representation of how much money is on the table to be made. If this was set up, the Opportunities would essentially become the starting point for the workflows, and it would let advisors more easily see where all of their applications are without having to dig through back-office workflow steps. It also would make it a lot easier to report on our sales pipeline because we could report on the phases instead of having to combine steps.