Feature #591
Updated by Nandu Kolukula 27 days ago
Required Filters
By Client (Company)
Show all stakeholders in that client
Show all open opportunities for that client
Show communication history for that client
By Individual
Show all interactions with that person
Show which company they belong to
Show which opportunities they are connected to
By Relationship Type – drop down :
Insurer
Broker
Loss Adjuster
Government
Builder
Corporate Client