Phoning List
It would be really nice to have a feature just for calling clients. It would be a list of prospects or clients you are trying to make appointments with. It would allow you to click reached or not reached. It would also allow you to click "appointment made", bringing you to your calendar to schedule a good time to meet. It would also have a notes section so you can keep track if you left a message or not OR to leave information talked about during the phone call. These notes would attach to the prospect or client's file. There's more to add but hopefully you get the basic idea.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
I'm testing out redtail crm and this is one of the features that may determine if we go with Redtail. It should be easy for you to access a call list with numbers and notes so one can be quick and efficient in making calls to set appointments.