Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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86 results found
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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 -
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…
20 votes -
10 votes
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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.
4 votes -
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.
28 votes -
Open opportunities on client contact page
Adding any open/pending opportunities on the client contact page.
2 votes -
Post completed opportunity to Contact notes
Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes
22 votes -
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.
8 votes -
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...
9 votes -
Contact Record Opportunities
It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.
57 votesRedtail’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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Connect Activities & Notes to an Opportunity
Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…
51 votesRedtail’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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Quicker access to drop down menu to change opportunity stage
In the opportunities menu... you currently have to click on edit and pull up the opportunity to mouse over to the stage, pull the drop down, and select the new stage.
Much quicker would be to have that drop down available right from the opportunities list. Click on the stage, and you get the whole list, and then you can update the stage.
7 votesRedtail’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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Opportunity Follow-Ups
I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.
I would envision a tile on the today page that would show my opportunities to follow-up on today.
34 votesRedtail’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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opportunity filter
We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.
For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.
79 votesRedtail’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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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 votesRedtail’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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Opportunity Report - need date range in the filter so I can see when opportunities were opened
need date range in the filter so I can see when opportunities were opened
23 votesRedtail’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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in opportunity, show contact info when hovering over their linked name
When on an individual opportunity allow the client's contact info to pop up when you hover over the name. Just like in an activity.
5 votesRedtail’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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Opportunities Display
Would like to be able to customize the size of the description box that is displayed in the main opportunities screen.
9 votesRedtail’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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Notify users that an opportunity has been added
When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.
53 votesThe 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!
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Opportunities needs to have way more fields
Opportunities should include a field for "Product Type" as well as revenue for each product type as well as "Amount" for "Producty Type". If I want to track annuities and investments I do that in deposits and also revenue. If I want to track insurance I'll do that in terms of premium and also revenue. There is no way to do this presently. We should also be able to report based on Service Advisor and Writing Advisor as well as lead source etc.
If I want to know who is referring me the most insurance and which sales person is…
33 votesRedtail’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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