Planned Product Enhancements

Select Division from Prospect Wizard

Currently you can put very limited info into the Prospect wizard. Being able to select the divison as well as basics like their DOB would be useful.

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  • Official comment

    Hi Brent,

    Thanks for the suggestion.  We have mostly good news on this front as we have a heap of enhancements coming to the prospect wizard in our imminent upcoming release.

    Currently the division will default to the primary division of the prospect owner - which can be changed upon prospect creation in the prospect wizard. To update the division once the prospect is created, you'll need to click on the pencil icon in the prospect header. 

    Some of the enhancements to the wizard you'll see this release are: enhanced prospect details, opportunity information, additional contacts (including spouse) and services. 

    We'll add the enhancement to select division right from the prospect wizard to our product roadmap and keep you updated here. 

    Thanks! 

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