Opportunity Connected Profile and Professional Advisor Designation
It could be confusing to see the full opportunity amount on a connected profile or professional advisor's relationship tab once they are connected with the new opportunity features releasing soon. Could there be some sort of designation added to those profiles so it's clear what role they have? I.e. red text saying "professional advisor" or something similar.
3
votes
Paul Tomkins
shared this idea
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Melanie Jones
commented
Perhaps add an Advised Opportunity section or keep the amount off the Secondary Profiles and Professional Advisors.