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  1. Household opportunities should show on Individual profiles

    56 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    JacobStone commented  · 

    When you create a opportunity tied to a household it would be great is the opportunity also displayed under the 'relationships' tab of individuals in the household as well. (For quick reference)

    Bonus points if it registers that the Opportunity is tied to the whole household.

    JacobStone supported this idea  · 

  2. Opportunity Task Workflow

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    JacobStone commented  · 

    Another example might be a Prospect Research Flow which would add:

    A research task to Team member 1 due 7 days from now
    A research task to Team member 2 due 7 days from now
    A research task to Team member 3 due 7 days from now
    Then a group touch base to decide if we move forward with a prospect 14 days later.

    JacobStone shared this idea  ·