Create Followup Opportunities from Notes
It would be nice to be able to select and input a new opportunity from the notes tab similar to being able to add a follow-up to that note.
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!
Brennan G commented
When writing a note for a client and choosing that category, allow for an additional section that will link the note and action to an opportunity. For example, if I call Suzie to follow up on a potential opportunity, I can categorize it as an outbound Phone Call and link that to (or create) the opportunity. This will enable us to keep a log of how many touches (and what type) we have had with a person regarding a specific opportunity.