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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
Status: Completed4 comments

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Comments4

  • Gary Rogers

    •

    Oct 1, 2025

    We should be able to add statuses for our own internal uses

  • Claudia Thomas

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    Jul 14, 2025

    ‘Not taken up’ or NPW would also be useful

  • Tracy Holdt

    Team•

    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!