Redtail CRM
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1 result found
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CRM Stream
It would be nice to have a stream/timeline/activity feed/news feed on the today tab so that a user can see what other users are doing in the CRM during the day for things like a call, notes, tasks and calendar items instead of having to go to the individual contact record. This feature is available in Wealthbox and they have it on their "Dashboard"
9 votesThis is currently a feature of the Today page called the “Timeline”.
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