Additional New Business Statuses
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.
- Area of the system
Log in to comment and vote
Comments4
Gary Rogers
Oct 1, 2025
We should be able to add statuses for our own internal uses
Claudia Thomas
Jul 14, 2025
‘Not taken up’ or NPW would also be useful
Tracy Holdt
May 23, 2025
Hi @Francois van der Merwe would you use Deferred as an option as well?
Francois van der Merwe
May 23, 2025
Yes - great idea!