Pipeline dashboard with AUM, Commissions, and Fee Only revenue opportunities with customizable stages. Aslo having the ability to track revenues against recievables.2 votes
When an opportunity stage is changed, a team/user can be notified of such through an automation template.1 vote
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!
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
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!
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
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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