May 2023 – Simple Advisor View, Customizable Opportunity Status Labels

Simple Advisor View

When working with advisors who do not require any sort of advanced access, the new Simple Advisor View allows for a much cleaner and more intuitive user interface. In this new view, the advisor will only see the Dashboard and Teams tabs. This will help direct them to the screens in SuccessPro that are the most relevant to their needs.





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To use the Simple Advisor View, the user must access SuccessPro through a Relay State Link that has the Minimal UI (for Advisors) box selected.





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Setup

Please contact your system administrator or email  support@actifi.com  for assistance creating a relay state link with the Minimal UI (for Advisors) box selected.



Customizable Opportunity Status Labels

The opportunity status labels can now be customized with different colors, label names, and descriptions. This will help maintain consistency between SuccessPro and other connected applications (such as Salesforce).





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Setup

Please contact your system administrator or email  support@actifi.com  for help adjusting the opportunity status labels.