CRM

Welcome to our official Redtail CRM feedback forum!

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  1. Opportunity Notes in Report

    Have Opportunity Notes export with the Opportunity Report output. Notes are a way of tracking relevant narrative about the opportunity, etc.

    16 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change Default Opportunities Date Filter

    Currently in Opportunities it defaults to 01/01/20 - 12/31/20. I can change the filter to a longer period, but I have to make that change every time I log in. This is particularly annoying around the end of the year when close dates often extend into the next year. I would like the ability to set the default date filter to a different period.

    15 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Opportunities layout

    The pipeline layout of Wealthbox's opportunities (moving the client to the right, in columns) is a more intuitive and sales oriented layout. It would be great to have this as a feature.

    15 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Search bar

    Opportunities and Workflows need a search bar.

    14 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. More visibility for Opportunities

    I would like to see Opportunities on my calendar just like any other task. And/or they could be linked to a task. As it is, Opportunities are hidden unless you specifically go deal with the opportunities as a separate process.

    14 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. opportunity archive

    We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.

    13 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. opportunity

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

    13 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow "Pushing" Contact From Opportunity into Contacts upon Closed Won

    When we close an opportunity, please allow us to push the Name in the opportunity into Contacts if the opportunity is Closed Won. We shouldn't have to create a new contact when we have a contact name in an Opportunity. If that opportunity is won, there should be an option to create a new contact from the name associated with the opportunity.

    12 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Opportunity

    Have an opportunity "box" with the pending opportunities $ across the top of the Today page. It should be front and center at all times and more important the the "updates" box...not sure what that is for.

    Anna Dujan

    12 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. 10 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Opportunity by Importance Drop Down

    By adding an opportunity Importance rank, producers like us can start a day quickly by addressing the most important opportunities first. The problem is that importance is not always defined by the commission opportunity. It can be defined by needing a quick turn around or a referral to a smaller case by an important client. This Drop down feature could be exactly the same as the one in the Tasks.

    10 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Linking Opportunities to Workflows, and vice-versa, Display Contact Name(s)

    When attempting to either link a workflow from within an opportunity or link an opportunity from within a workflow, a contact name needs to be listed.

    Currently, no contact name is provided on the dropdown list. The script that already populates these dropdown lists should be modified to search for and add any linked contacts to the applicable workflow or opportunity and read as "workflow/opportunity name, contact name(s)". And if no contact is listed on the attached item, it would simply return that space blank.

    Modifying every workflow or opportunity title is not an option as these need to be…

    10 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Show Amount and Projected Revenue on the Main Screen when you click opportunities page

    When you click Opportunites, add the Projected Revenue to the home screen. For instance, what is i dont care about the "Source" but i care more about seeing the Projected Revenue and Amount of the opportunity

    10 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Opportunity Tracker- Email addition

    If we have someone who is a prospect/opportunity, and for security don't want to put all of their information into a redtail profile- but want to capture their email addresses for drip- can a place be added in the opportunity tracker to add an email address? We understand that you can link the opportunity to a contact- but if they aren't a contact yet we would like to just be able to email.

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bulk Add Opportunities

    I want to bulk add an opportunity to contacts for IRA contributions at the beginning of the year. Or alternatively, let me create a prefilled opportunity so I say IRA Contribution in name and it fills out the rest of the form to near completion.

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Account # to Opportunity Tracker

    Add Account # to Opportunity Tracker

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. opportunities report

    Please add projected revenue totals at the end of an opportunity report pdf. Even better if you can separate the totals by source.

    9 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. opportunity report- need to include all data that is in the opportunity page in the report, currently missing the start date

    need to include all data that is in the opportunity page in the report, currently missing the start date

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

    Would like to be able to customize the size of the description box that is displayed in the main opportunities screen.

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    9 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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