Additional profile field, for prospecting info
We would like to be able to add prospecting information to a profile. We thought at first a place for Wealth Engine screenings would be helpful. But we may use a different prospecting tool as our source for such information in the future, so a little flexibility would be ideal.
What we would like to request is one more PROFILE FIELD for this purpose. We would like it to be a drop-down field whose choices we can customize.
(This is similar to an idea suggested here, but without asking you to provide the Wealth Engine info, just a field for us to populate: http://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/42267334-adding-prospect-profile-reports-and-incorporating)
Rachel
shared this idea
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
P.S. Would the engagement strategy field work for this request?
-
Hank commented
Agreed. Wealth Engine is supposedly moving away from the nonprofit realm.