Please can you add Rejected and Deferred as options under the New Business Event Status, as this more accurately reflects the new business process.
As an adviser, I need the ability to set a recommendation to Deferred so that I can easily identify what I need to follow up with the client about at a later date, without losing track of them. E.g. A Client needs to consider options or sell assets elsewhere before going ahead with our recommendation.
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Feature Request
About 2 months ago
Amee Patel
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Accepting Feedback
Feature Request
About 2 months ago
Amee Patel
Get notified by email when there are changes.