Editable opportunity source options

  • Open

Holly Jones

We need to know the amount of applications and the amount of mortgage FUM (funds under management) we have from each source. The advanced filter only shows the amount of profiles we have from the source, nothing more.
The importance of this reporting is to indicate how to allocate resources to maximise the return on investment. E.G if we get a lot of FUM and low number of applications from Facebook, we know a lot of wealthy clients come from that source, etc.
The ideal solution is to have the ability to edit the dropdown text box for opportunity source (like we can edit the profile source) and have it pull through into the commissions extract (spreadsheet). That way we can filter on volume of opportunities and amount of FUM.