Can I Customize: Opportunities-General Page-Products & Services


T

TheHat

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.
 
Ad

Advertisements


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top