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
Clients

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Date

About 2 months ago

Author

Amee Patel

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