Redtail CRM
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86 results found
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Closed opportunity (won/lost) should show up in notes.
i.e. shown in notes on date of action.
"Closed - Won Opportunity click here to go to opportunity."
21 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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Search bar
Opportunities and Workflows need a search bar.
17 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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recurring opportunity
Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.
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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Opportunities should have at least 3 date fields
Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.
123 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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We would like to be able to customize the columns on opportunity reports (add/delete)
Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)
32 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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Add a Count of Open Opportunities to the Contact Overview Stats Bar
it would be great if we could see on the contact front page how many open opportunities there were, similar to how the workflow, activities, etc statistics are displayed at the top of the overview page.
4 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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Option to sync Opportunity Close Date and Target Date/Steps of Workflows
If a workflow is synced to an opportunity, add an option to sync the opportunity date to any step or target date of the workflow.
This could be a checkbox or option on the target date dropdown list ('sync with opportunity close date'). As many workflows are based on new opportunities, but not all, this would allow either the entire workflow, some steps, or none of it to be synced with the opportunity.
17 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 referral tracking
An opportunity should have a field that is Referral and that referral should be able to be a linkable back to a contact. At the very least, the opportunity should have a fillable text box for a referral like a contac currently has. I carry around printed opportunity lists as they are my lifeblood as a sales person. It' would be very helpful to know who referred me to that opportunity.
24 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 Final Stage Modification
Opportunity Final Stage Modification
CLOSED WON AND CLOSED LOST is simply not enough.
We need CLOSED INACTIVE and CLOSED LOST CLIENT
In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…98 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 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 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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We are finding an urgent need to be able to add URLs and UDFs to the Opportunities link.
In order for us to effectively assess the opportunity and update/add information to the same, we believe the ability to add URLs and UDFs would be a great feature.
4 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 on RT Calendar
It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.
63 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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Assigning multiple advisers or Team to an Opportunity
Is it possible to assign an opportunity to multiple advisers? We have situations where multiple advisers are assigned to an opportunity and they would like to be able to select all opps that they are working even those that they jointly are working as a team.
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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Linked Notes in Opportunities
Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.
This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.
46 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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Send Opportunities Notifications
Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.
52 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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Allow for updating next step and close date in the Opportunity List view
It can be time consuming to update the list if I have to click into each one to update. It would be great to be able to update at least the next step and close date from the list view of all the opportunities.
26 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 of Opportunity Stage Change
When an opportunity stage is changed, a team/user can be notified of such through an automation template.
4 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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Add Revenue to the Opportunities dashboard and reports
Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.
367 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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Opportunity Categories
Allow me to Categorize my opportunities. Example...
Opportunities main list --CPAs and then list of CPAs64 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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"Closing Next" Opportunity Not Showing 'Past Due'
For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.
3 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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