Michelle Ponce
My feedback
2 results found
-
149 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 Michelle Ponce supported this idea ·
-
12 votes
An error occurred while saving the comment Michelle Ponce commented
Opportunities has the potential of being a one stop shop for any advisor team tracking their new business. I believe linking activities and notes within the opportunity and to the contact allows an advisor team to visualize the exact status, incoming revenue, outstanding items, and provide a full picture for the business owner.
Michelle Ponce supported this idea ·
I do not understand why this has not yet been implemented, this is a fantastic idea! Yes, there is a way of doing this but not the most time efficient of course. It has been over ten years since this has been suggested and I would still love to see this happen.