Opportunity Management
- Can I automate communications to Opportunities?
- Do ‘Required Actions’ ever get removed from the Dashboard?
- How do I add Service Groups to my Opportunities module?
- How do I enable Opportunity Management for an employee?
- Is it possible to complete a 'Required Action'?
- What does it mean to ‘Claim Ownership’ of an Opportunity?
- What does it mean to ‘Share Ownership’ of an Opportunity?
- What happens to Opportunities for deceased customers/members?
- What is the difference between Primary Officer & Responsible Banker on an Opportunity?
- Why is my Opportunity of a certain Status not being marked Active/Inactive?
- Will Core iQ remove Opportunities if a Customer ID is changed or removed?