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Redtail CRM

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95 results found

  1. 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 votes
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  2. 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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  3. Link opportunities to the calendar. Particularly link close dates.

    When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
    Anna Dujan

    15 votes
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  4. 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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  5. Opportunity Types

    Would love to be able to choose from or add more opportunity types, other than just "new business" or "existing client"

    I.E. Life Insurance, P&C, Lending, Rollover, Taxable Investment, Etc.

    13 votes
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  6. opportunities

    Please add automation so that when a prospect is created an opportunity can automatically be created linked to that contact.

    13 votes
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  7. 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.

    12 votes
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  8. Add "Last date updated" to opportunities

    Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity

    12 votes
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  9. Linking Opportunities to Existing Workflows

    If you have a workflow and then want to link an Opportunity to it, you can only see the Workflow title. It's be great to be able to see the contact name when attempting to link an existing workflow to a new Opportunity.

    11 votes
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  10. Opportunity Notifications

    We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.

    Thank you!

    10 votes
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  11. 10 votes
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  12. Bulk Update Opportunities Permissions

    Bulk Update Opportunities Permissions - Add Bulk Action Feature so that permissions for existing opportunities can be updated in bulk.

    9 votes
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  13. Contact Status Tab in Opportunities

    PLEASE add a contact Status tab (Client, Prospect, Lead, etc.) on the all Opportunity report selection so we can filter and export by Statuses with open opps. Ex. all Clients with open Money Market opportunities.
    OR, add us a report feature in the Custom Reports so that this can be accomplished without having to do a bulk action keyword by each open opp to generate a report. Too much time is being wasted not being able to have this info at our fingertips on the all opportunities page.

    9 votes
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  14. 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
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  15. 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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  16. 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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  17. Every Opportunity Entered for One Client when click "All"

    When looking at Client Profile, Click Opportunities, Click All... Right now it only shows Year To Date entered opportunities, when for looking at what opportunities I have entered for a client, or quick reference for when a certain piece of business was won, it would be nice to click "All" and it shows "All" not just current year

    9 votes
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  18. Sort Opportunities

    It would be nice to sort opportunities by projected revenue instead of $ amount. If I add an opportunity to charge for a plan, there is no way to sort this because there is no securities involved.

    9 votes
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  19. 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
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  20. Pipeline

    Pipeline dashboard with AUM, Commissions, and Fee Only revenue opportunities with customizable stages. Aslo having the ability to track revenues against recievables.

    8 votes
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