I'm using the Research Status field to track completion of prospect research and want to have this flag also appear through RE in order for others on my team to know when this a record has been vetted. Is there a way to sync this field? Is there another field that could serve this purpose?
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Research Status is added to RE Integration in our Q3 2018 release.
I agree with Lisa. I like a simple yes or no under prospect tab.
I think it would make sense on the Prospect tab. We've tried to use the ratings field in this way, but it can be complicated in a query (Rating source vs Rating Category, dates etc). a yes/no flag with a date would be great (that you could query on the yes/no field so that you can remove people from future screenings easily. The date would allow you to revisit once enough time passed.
In an ideal world, this would be customizable. For us, it would appear as an Action in RE, as that is how we track all activity with a prospect. Or if not, then perhaps a constituent attribute.
We've started looking into this option and would like feedback on where you would expect to see this. Is this something that appears on the Prospect tab in the Ratings Area as just "Confirmed" or "Unconfirmed"? Please share your ideas!