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chad centorbi

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  1. 197 votes
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    chad centorbi supported this idea  · 
  2. 134 votes
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  3. 74 votes
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  4. 251 votes
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  5. 910 votes
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    chad centorbi supported this idea  · 
  6. 49 votes
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    chad centorbi supported this idea  · 
  7. 344 votes
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    An error occurred while saving the comment
    chad centorbi commented  · 

    I think this would be a major benefit to all users. Although it is currentl helpful to have types as a field in opportunites. the fields chosen do not current work for most advisors. we tend to have more than 2 types of opportunites. Even if you didnt allow each user to customize just adding a few more fileds would be a major benfit for us. For instance it could be (Annuity, Life, Investments, Financial Planning). This would allow all users to better segment there opportunites.

    chad centorbi supported this idea  · 
  8. 41 votes
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    chad centorbi supported this idea  · 
  9. 47 votes
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    chad centorbi supported this idea  · 
  10. 460 votes
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  11. 379 votes
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    chad centorbi supported this idea  · 
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    chad centorbi commented  · 

    I think this would be a major benefit to all user. I know it would take quite a bit of work. I think what would be a giant step forward would be to allow us to add additional types to the opportunities or Just allow a few UDF to the opportunities. I current use a spreadsheet that I export the data from redtail and then run a few macros for my forecasting of revenue. It isnt perfect but serves the purpose till this functionality is available. If we had the UDF in opportunities and would allow us custom types this would be a major benefit.

    The big one i am hoping comes soon is the additional opportunity types.

  12. 127 votes
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    chad centorbi commented  · 

    the status shows as planned is there an estimated release date for this feature.

    thanks

    chad centorbi supported this idea  · 
  13. 1,226 votes
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    chad centorbi supported this idea  · 
  14. 359 votes
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    chad centorbi supported this idea  · 
  15. 58 votes
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    chad centorbi supported this idea  · 

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