CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
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  1. Opportunities Tab for Client and Opportunities for All Clients need to swap locations

    Move Opportunities that is under MORE to the current location for Opportunities (All)

    When on a contact record you want to see all about that Contact not have to Click "More" then scroll down to Opportunities that is buried in the menu

    3 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. opportunity keywords

    Keywords or UDF's for Opportunities would be a super helpful feature for Redtail to add, so that we can pull a list of DST opportunities, or Financial Planning opportunities.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Opportunity location

    while the source field is helpful to perhaps provide a name of the person that referred, a Location would also be helpful. This would be very helpful for those of us that work in a Financial Institution and want to report the dollars closed in a particular branch location or other user defined location.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. update opportunities from the list page

    It would be nice to be able to quickly update opportunities from the list page instead of needing to click into the opportunity to update the things on the list that you see.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. opportunity most recent

    It would be great to be able to sort opportunities by most recent update. It helps when seeing who was most recently contacted or who has not been updated or contacted in a long time.

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. View activities by household

    It would be nice if we could see activities per household instead of per individual contact record and marked which contact the activity involves (both, person A or person B). This would reduce lost activities per household without having to switch back and forth between contact records. Especially now, some household members handle their investments individually and some investments together.

    10 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. reposition opportunities

    Make this section much more user friendly and available to have on the contact record dashboard page, or at least higher on the list in the left hand column rather than under the "more"

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Opportunities Icon on Client Profile

    I have an idea that can help identify New Asset client opportunities easily from their home profile page.

    Up on the top right corner of each profile you see the icons for Edit Basic Info, Contact Card, Important Information, Common Tasks. This idea piggybacks on the "Important Information" icon that lights up Red when information is added.

    Idea: There needs to be a " $ " Opportunities Icon that lights up Green when there is an opportunity added for a contact.

    I know, I know, there is an opportunities tab on the left tool bar that you can click to…

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Opportunity Screen tune-up

    It should also display the Contact(s) phone numbers so you can call right from that screen.

    Same for display on the Opportunity reports to include their phone number because sometimes you may call right off that list.

    On the screen AND reporting, the user should be able to determine what fields should be seen to make it clearer and easier to navigate and have the information right away.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Enable Redtail to Integrate with Sales Loft

    I think it would be useful if Redtail would be able to integrate with Sales Loft, which is a sales/marketing tool. The integration would enable a Redtail user to merge contacts into Sales Loft and begin a marketing or drip campaign.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Source from Opportunity should link to Source on Contact Record

    After an Opportunity is marked as "Closed," it would be great if the Source from that Opportunity transferred to/updated the Source on the client's contact record.

    19 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Open opportunities on client contact page

    Adding any open/pending opportunities on the client contact page.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. I would love to see a tile organization screen for my pipeline. Something similar to what Pipedrive offers.

    I would love to see a tile format for my pipeline and stages. Pipedrive offers this feature and I find it very useful.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. opportunity

    Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Closed Lost Reasons

    Have reasons why an opportunity was lost (timing, need, price, competition, poor qualification) and become a successful deal for your sales team.Then we could draw actionable insights from these closed lost reasons and act accordingly.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Opportunities Dashboard

    Would like to have more flexibility and different graphs on the Opportunity Dashboard. Closed Won should be in a separate graph than your current working pipeline. Also, would like a graph of product/service type in pipeline. Also, would like to have graphs not disappear when you view full pipeline list. Plus...

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Customize Type

    We would love the ability to be able to customize the "type" section of Opportunities. Right now, "New Business" and "Existing Business" doesn't help us out.

    19 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. opportunities

    It would be great to see the total Projected Revenue for all opportunities on the Opportunities home grid.

    7 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Opportunities Section: Unicorn error

    Please either accept a range under AMOUNT field, OR provide an error message on the page rather than the angry unicorn on the next page.

    1 vote
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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