🔄 New Feature: Assign Multiple Profiles to a Single Opportunity

Overview:

We’ve introduced the ability to assign multiple profiles to a single opportunity through a new field called Connected Profile, Secondary Assignee, Professional Advisor, Connected Profiles, Additional Beneficiary. This enhancement improves tracking and visibility across both Opportunity and Profile records.

• A new Connected Profile field has been added to the Opportunity record.
• Users can now associate multiple additional profiles with a single opportunity.
• This allows for greater flexibility and accuracy in managing complex or shared opportunities.
• The Secondary Assignee field is multi-select.
• All assigned users will have visibility.
• This enhancement improves visibility, accountability, and teamwork on shared Opportunities.
• A new field called Professional Advisor has been added to the Opportunity record
• This field is located under the Connected Profile section.
• Supports multiple profiles
• Enables better tracking and association of professional advisors with each opportunity.
• A new field Additional Beneficiary has been added to the Opportunity record
• Supports multiple profiles
• Enables the ability to track more than one beneficiary on an opportunity

• On the Relationship tab of a Profile, any Opportunities where the profile is listed as a Connected Profile will now appear.
• This change provides better visibility into all the opportunities tied to a profile, not just primary ones.

• A new Opportunity Connected Profile Report has been added.
• On standard Opportunity reports:
• The Connected Profile field displays as an array (multi-value field).
• On the Opportunity Connected Profile Report:
• Connected Profiles are displayed in separate columns for clearer analysis and filtering.
• A new Opportunity Secondary Assignees Report has been added.
• On standard Opportunity reports:
• The Secondary Assignees field displays as an array (multi-value field).
• On the Opportunity Secondary Assignees Report:
• Secondary Assignees are displayed in separate columns for clearer analysis and filtering.
• A new report type has been created: Opportunity Advisor.
• Allows users to group and report on Opportunities by associated Professional Advisors
• A new report type has been created: Opportunity Additional Beneficiary
• Allow users to group and report on Opportunities by Additional Beneficiary