Investments

Investments

  1. Investments to be simply put, are basically “budgets.”
  2. The term “Investment” is preferable to “Budget” in this case because, unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into their home which can increase the value and desirability of the property.
  3. These can be directly accessed from the left-hand pane or within its respective Contact or Opportunity.
  4. Investments will be sorted alphabetically.
  5. Keep this Investment at the top of your Investment list by clicking the “Favorite” icon, which looks like this ☆.

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