I am trying to use BCM 2007 to help manage my financial planning business.
In this business I sale insurance products; i.e., annuities, life insurance,
etc. I would like to track the products I sale to a client (person) where
there may be multiple products per client. I thought I would use
Opportunities to do this and link them to an account or contact in BCM. The
Products and Services area of the General Page in a new Opportunities record
would be a starting place. Is there a way to customize the column headings
to fit my business? If not, how do I create that kind of data entry area on
a customized form; where it will accept multiple entries? All help would be
appreciated.
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Thanks,
TheHat
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