Total figures for opportunity living expenses, liabilities and assets
As part of our continuous improvements and enhancements, we have made an upgrade to the opportunity record financials tab. This tab will now in calculate and display the total figures for the living expenses and assets.
This will help you to better understand the client's financial position and removes the need for manual calculation.
Please find below the summary of the upgrade:
Opportunity > Financials > Living Expenses tab
The total amount of all the living expences is now calculate according to the ownership allocations and the number of contacts on the opportunity:
Opportunity > Financials > Assets - Real Estate tab
The total amount is also available now on the real estate assets tab:
Opportunity > Financials > Assets - Other tab
Opportunity > Financials > Liabilities tab