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 when your opportunity has more than one applicant/contact.

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 expenses 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

Please note: The Total Values will be available to view only when you have more than one contact/applicant on the opportunity. Otherwise, the total value is the single value displayed with no breakdown.