Anonymous1
My feedback
16 results found
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7 votes
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529 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous1
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842 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous1
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67 votes
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!
Anonymous1
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102 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous1
supported this idea
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
131 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous1
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329 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous1
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729 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous1
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66 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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149 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous1
commented
This could be automated. It can be done with a little manual labor, but with the volume of clients we serve, it can be tedious to make sure you get the right "Joe Jones" linked to the opportunity note.
Anonymous1
supported this idea
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262 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous1
commented
This has caused some opportunities to fall through the cracks.
Anonymous1
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60 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous1
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344 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous1
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9 votesAnonymous1
supported this idea
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16 votesAnonymous1
supported this idea
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58 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Anonymous1
commented
Or be able to share a link on the website that would allow them to schedule directly onto a planner's calendar -- like Calendly.
Anonymous1
supported this idea
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It'd be fantastic to even have the close date on the calendar.