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1. add a new status

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   28 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Jill Boocock commented  ·  September 15, 2016  ·  Delete…

   We have stages of process with insurance policies. We would like to designate that a policy has been placed because "open" and "closed" mean different things. It would be even better if we could add our own status options, just as you can with client categories.

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   Jill Boocock supported this idea  ·  September 15, 2016