Craig Pesce

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  1. 3 votes
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    0 comments  ·  CRM » Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce shared this idea  · 
  2. 73 votes
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    5 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 30 votes
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    0 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
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  4. 158 votes
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    10 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 
  5. 191 votes
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    11 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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  6. 6 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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  7. 240 votes
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    24 comments  ·  CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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    Craig Pesce commented  · 

    I agree I would like to be able to separate out opportunities, Financial planning, life insurance etc. as the fields are to generic to just tracking AUM. This makes it difficult to use the opps. report for anything other than investments.

  8. 1,122 votes
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    63 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Craig Pesce supported this idea  · 
  9. 463 votes
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    14 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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