linking multiple quotes and accounts to a potential
my setup/workflow:
- i'm a mortgage banker and i take loan requests from borrowers and send them to lenders who then provide loan quotes
- i have borrowers and lenders set up as account types
- my potentials tab is renamed loan, and there is a new one set up for every loan request.
my questions:
- for each potential on my loan tab how do i track which lender account each loan request was sent to?
- under the potential detail view i'd like to see a list of all lender accounts that have been sent the proposal.
- on the list of accounts that the potential was sent to i'd also like to either a) make a note that the proposal was rejected or b) attach/link to a quote from each lender account?
- i'd also like to make sure that this same detail is recorded on the lender account detail page.
how can i make this happen?