Corey Gragg
My feedback
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338 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!
An error occurred while saving the comment Corey Gragg supported this idea ·
An error occurred while saving the comment Corey Gragg commented
Would love to be able to choose from or add more opportunity types, other than just "new business" or "existing client"
I.E. Life Insurance, P&C, Lending, Rollover, Taxable Investment, Etc.
This doesn't seem like that hard of a change, would love to see it.