Redtail CRM
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95 results found
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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.
31 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 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.
30 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 -
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..)
28 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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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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add opportunity tracking to seminar management
Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.
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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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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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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Allow me to categorize my opportunities. opportunity within an opportunity
Allow me to Categorize my opportunities. Example...
Opportunities main list --CPAs and then list of CPAs23 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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Duplicate Oppurtunities
Drop down to duplicate opportunities to avoid rekey of all info
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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opportunity
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 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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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.
21 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 -
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
20 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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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.
20 votes -
Add a recurring revenue field to opportunities.
Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.
An extrapolation would be the 10 year value of the opportunity.
18 votes -
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.
18 votes -
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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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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