John
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729 votes
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344 votes
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An error occurred while saving the comment John supported this idea · -
251 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
John supported this idea · -
1,253 votes
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John supported this idea · -
542 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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John supported this idea ·An error occurred while saving the comment John commentedPlease consider adding the ability to have multiple physical addresses available for mail merge. I have many prospects for whom I am sending drip letters to both their BUSINESS (e.g., group benefits, 401k plans, etc.) and their PERSONAL (financial planning, wealth management, etc.) addresses. However, the mail merge capability only allows me to pick their PRIMARY address.
We need to pick the address we want, depending on the campaign we are running. Tech support told me to switch the PRIMARY flag as needed. This could potentially be feasible for occassional campaigns in single-advisor practice, but not practical as an ongoing process for a dynamic multi-advisor practice.
We need to segregate and track our opportunities by line of business. To us, all opportunities are, by definition, "new" business. So categorizing opportunities as "new" or "existing" business is irrelevant. But what IS relevant (at least to us) is whether the business opportunity is for insurance, financial plans, managed investments, etc. So we need the ability to add and maintain "opportunity types", just like you can add and maintain "opportunity stages".